Marc Wulf
Investment adviser representative at Castle Wealth Group
15 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Castle Wealth GroupJun 2026 to now
- Castle Insurance Group, LLCJun 2026 to now
- Castle Securities, LLCJun 2026 to now
- Lkn Tool and RepairFeb 2025 to now
- Centaurus Financial, Inc.May 2025 to Jun 2026
- Advice and Planning ServicesJan 2018 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCJan 2018 to Jan 2025
- Wells Fargo Clearing Services, LLCJul 2017 to Jan 2018
- Stewart-haas RacingMay 2014 to Dec 2017
- Wells Fargo Home MortgageNov 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Castle Wealth Group
Legal name: Castle Securities, LLC
$0Assets managed
0Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5525728
- Firm CRD
- 342075