Skip to content

Ronald Kevin Storn

Investment adviser representative at Castellan
12 yearsExperience
3 statesRegistered in
$882.2MFirm assets
6 yearsFirm in business

Are you Ronald Kevin Storn? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. CastellanMay 2022 to now
  2. Castellan Group, LLCOct 2019 to now
  3. Roundtower TechnologiesJan 2018 to Oct 2019
  4. Conquest TechnologiesNov 2014 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 3 states (FL, KY, TX).

Castellan

Legal name: Castellan Group, LLC

$882.2MAssets managed
23Clients
4Advisers
6 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
7537961
Firm CRD
299363
Advisor's SEC record (opens in a new tab)
CallContact this firm