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RIA / WealthAdvisor11 years in industry

MICHAEL Thomas KASTLER

Advisor at KASTLER FINANCIAL PLANNING

Ortonville, MI

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Search this name across graphsid dfx:ria:19a12fdf-25ab-c51e-3d92-e3cb01e7e71e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Aug 27, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: KASTLER FINANCIAL PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 14, 2015
First registration: Aug 27, 2015
Dual registered: no
Other names: MIKE KASTLER|Michael Thomas Kastler|MICHAEL KASTLER
IAPD individual key: 6507269

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
KASTLER FINANCIAL PLANNING	State registered	Dec 2, 2024	n/a	yes	Ortonville, MI	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Aug 2, 2023	Jan 8, 2024	no	TROY, MI	Previous registration
CWM, LLC	Bd affiliated wealth	Jul 21, 2022	Apr 11, 2023	no	Okemos, MI\|OMAHA, NE	Previous registration
J WILSON WEALTH MANAGEMENT	State registered	May 8, 2020	Jan 11, 2021	no	DAVISON, MI	Previous registration
KASTLER FINANCIAL PLANNING	n/a	Aug 30, 2019	Jul 12, 2022	no	ORTONVILLE, MI	Previous registration
CGN ADVISORS, LLC	Independent wealth	Aug 27, 2015	Oct 4, 2019	no	ORTONVILLE, MI\|MANHATTAN, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRUCO SECURITIES, LLC	KASTLER FINANCIAL PLANNING	Jan 8, 2024	Dec 2, 2024	329	Firm change	Ibd to state RIA
CWM, LLC	PRUCO SECURITIES, LLC	Apr 11, 2023	Aug 2, 2023	113	Firm change	Ibd to ibd
KASTLER FINANCIAL PLANNING	J WILSON WEALTH MANAGEMENT	Jul 12, 2022	May 8, 2020	-795	Firm change after gap	Other
J WILSON WEALTH MANAGEMENT	CWM, LLC	Jan 11, 2021	Jul 21, 2022	556	Firm change after gap	Other
CGN ADVISORS, LLC	KASTLER FINANCIAL PLANNING	Oct 4, 2019	Aug 30, 2019	-35	Firm change after gap	Other

Relationships

Registered with (6)

→ KASTLER FINANCIAL PLANNINGRegistered adviserregistration: current employment
Dec 2, 2024 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 2, 2023 to Jan 8, 2024factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Jul 21, 2022 to Apr 11, 2023factForm ADV
→ KASTLER FINANCIAL PLANNINGRegistered adviserregistration: previous registration
Aug 30, 2019 to Jul 12, 2022factForm ADV
→ J WILSON WEALTH MANAGEMENTRegistered adviserregistration: previous registration
May 8, 2020 to Jan 11, 2021factForm ADV
→ CGN ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 27, 2015 to Oct 4, 2019factForm ADV

Dated events

Occurred
Jan 8, 2024
Advisor changed firm
Michael Thomas Kastler left Pruco Securities, Llc for Kastler Financial Planning (registered 2024-12-02)
Form ADVobserved 4 days ago
Occurred
Apr 11, 2023
Advisor changed firm
Michael Thomas Kastler left Cwm, Llc for Pruco Securities, Llc (registered 2023-08-02)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2022
Advisor changed firm
Michael Thomas Kastler left Kastler Financial Planning for J Wilson Wealth Management (registered 2020-05-08)
Form ADVobserved 4 days ago