Charles William Castino
Investment adviser representative at Shepherd Financial Investment Advisory LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.2BFirm assets
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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
Experience
12 years in the industry.
- Shepherd Financial Investment Advisory LLCOct 2026 to now
- Indie Asset Partners , LLCApr 2024 to Oct 2026
- Northwestern Mutual Wealth Management CompanyMay 2015 to Apr 2024
- Northwestern Mutual Investment Services LLCJan 2015 to Apr 2024
- Daniel CastinoDec 2014 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IN).
Shepherd Financial Investment Advisory LLC
$6.2BAssets managed
1,244Clients
28Advisers
8 yearsIn 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
- 6412121
- Firm CRD
- 288623