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Our financial advice team


Dave Casteel Ameriprise Financial Advisor

Dave Casteel

CFP®

Financial Advisor

Associate Vice President
Wincek Casteel Financial Strategies
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Family Finances
  • Investments

Interests

Spending time with family: My Wife Dawn and 2 Boys (Mikey - 11 & Alex - 9)

Coaching Youth Athletics

Playing Hockey, Baseball & Golf

Live Sporting Events

Live Music

Qualifications

  • Series 7
  • Series 66
  • Life Insurance, Health Insurance and Annuities

Education

  • BSBA - Management from University of Nebraska - Kearney
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