Caleb Joe Casto
Investment adviser representative at Vandalia Wealth
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$249.6MFirm 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 assetsHourlyFixed 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
16 years in the industry.
- Vandalia WealthApr 2026 to now
- Vandalia Wealth Management IncorporatedApr 2026 to now
- Axxcess Wealth Management, LLCAug 2023 to now
- Fifth Third BankJun 2022 to Aug 2023
- Fifth Third SecuritiesJun 2022 to Aug 2023
- Northwestern Mutual Investment Services LLCNov 2018 to Jun 2022
- Northwestern Mutual Life Insurance CompanyJun 2018 to Jun 2022
- Northwestern MutualMay 2018 to May 2022
- Math TutorAug 2017 to Dec 2017
- UberMar 2017 to Apr 2018
- West Virginia UniversityMay 2015 to May 2018
- Casto Cattle FarmsJan 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (WV).
Vandalia Wealth
Legal name: Vandalia Wealth Management Incorporated
$249.6MAssets managed
469Clients
14Advisers
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
- 6935244
- Firm CRD
- 340089