Kevin Castle, CLU®, ChFC®
Financial Advisor
Seeking ways to help achieve financial success? I can assist with personal and business strategies targeted to help achieve your goals.
EXPERIENCE:
- 40+ years financial services veteran
- Specializing in retirement planning – I am passionate about helping people and businesses meet their investment and retirement goals
- Member of the Principal advisor Hall of Fame
- Lifetime member of the Million Dollar Round Table (MDRT)
EDUCATION AND CREDENTIALS:
- Bachelor of Arts in Economics, 1980 – University of Iowa
- FINRA Series 7 and FINRA Series 66 Licenses
- Iowa Life and Health License
INTERESTS:
- Actively engaged with the Iowa City Chamber of Commerce
- Avid support of University of Iowa athletics
- Member of the American Quarter Horse Association (AQHA)
- In my free time, nothing gives me more joy than spending time with my children and grandchildren
- Proud resident of Solon, IA