Aaron Havens has been an investment adviser representative at Castleview Partners since May 2026, and is not listed among the firm’s executive officers or direct owners.
Castleview Partners, LLC is a Dallas, TX firm with $417M under management, 594 clients and 12 advisers across 6 offices, as of its May 2026 filing.
Aaron Havens is Financial Advisor of Castleview Partners. He specializes in holistic financial planning for mission-driven families and businesses, starting from a client's values and goals to inform investing, risk, tax strategy and estate planning. He has worked in and started businesses in several industries, including real estate, finance, education and energy.
Aaron Havens’ longest registration was 1 year at Wealth Foundations Partners, LLC (2025–2026). Before joining Castleview Partners in 2026, Aaron Havens was registered through Wealth Foundations Partners, LLC.
- Castleview Partners, LLCCurrent– present · under a yearHighland, UT · Adviser representative · Firm CRD 281410
- Wealth Foundations Partners, LLC– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 330999
Investment adviser representative registrations
Aaron Havens is registered as an investment adviser representative in Utah, since May 2026.
- UtahSince 13 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Aaron Phillip Havens
- CRD
- 6657706
- Firm
- Castleview Partners · CRD 281410
- Office
- Highland, UT
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castleviewpartners.com
Where does Aaron Havens work?
Aaron Havens is an investment adviser representative registered through Castleview Partners, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Havens a financial advisor?
Yes. Aaron Havens has a current investment-adviser registration in Utah, through Castleview Partners since May 2026.
How many years of experience does Aaron Havens have?
Aaron Havens has 1 year in the financial industry, since May 2025, across 2 adviser firms.
What exams has Aaron Havens passed?
Aaron Havens passed the Series 65 in April 2025.
Where is Aaron Havens based?
Aaron Havens’ registered office is in Highland, UT.
Is Aaron Havens registered with FINRA?
No. Aaron Havens has no current broker registration.
How can I verify Aaron Havens’ record?
Search CRD 6657706 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Havens’ full registration record.
