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Jeff Casto, Financial Advisor, Partner

Jeff has been in the financial services industry since 1998. During this time, he has worked with public sector employers — both K-12 public schools and governmental employers — providing employee education and onsite enrollment services for 457, 401(a), and 403(b) retirement plans.

Since March 2000, Jeff has been working with Retirement Plan Advisors, the largest independent provider of public sector retirement plans in the Midwest. In addition to years of experience with 403(b) tax-sheltered annuity programs and 457 deferred compensation plans, Jeff has had extensive experience in the private sector offering general securities.

Jeff is an Investment Advisor Representative. He holds FINRA Series 7, 24, 63, and 65 registrations and is licensed to offer life, health, long-term care, and variable contract insurance.

Check the background of this investment professional on FINRA’s BrokerCheck.