David Kastner has been Chief Operating Officer of Adams Wealth Management since March 2026, is a control person of the firm and directly owns under 5% of it. David Kastner holds a Bachelor's degree in Economics from the University of Kansas.
Adams Wealth Management LLC is a Logan, UT firm with $566M under management, 703 clients and 11 advisers across 2 offices, as of its August 2026 filing.
David Kastner is Partner & Managing Director – Wealth Management & Investment Strategy of Adams Wealth Advisors. He works closely with clients and helps lead the firm's wealth management and investment strategy efforts. He joined the firm in 2022 after a 25-year career at Charles Schwab, where he held several leadership roles, including Senior Portfolio Manager and Head of Market Analysis.
David Kastner’s longest registration was 6 years at Charles Schwab Investment Advisory, Inc (2014–2021). Before joining Adams Wealth Management in 2022, David Kastner was registered through Charles Schwab & Co., Inc. and Charles Schwab Investment Advisory, Inc.
- CachetechAlso current– present · 1 yearLogan, UT · Adviser representative · Firm CRD 327688
- Adams Wealth AdvisorsCurrent– present · 4 yearsLogan, UT · Adviser representative · Firm CRD 286087
- Charles Schwab & Co., Inc.– · 1 yearLone Tree, CO · Adviser representative · Firm CRD 5393
- Charles Schwab Investment Advisory, Inc– · 6 yearsLone Tree, CO · Adviser representative · Firm CRD 151739
Investment adviser representative registrations
David Kastner is registered as an investment adviser representative in Utah, since May 2022.
- UtahSince 17 May 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 3 | National Commodity Futures Examination | 28 July 2022 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 15 February 2005 |
| Series 16 | NYSE Supervisory Analyst Examination | 22 May 2001 |
| Series 24 | General Securities Principal Examination | 9 November 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 June 1997 |
| Series 7 | General Securities Representative Examination | 27 May 1997 |
- Name
- National Commodity Futures Examination
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- NYSE Supervisory Analyst Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Patrick Kastner
- CRD
- 2321752
- Firm
- Adams Wealth Management · CRD 286087
- Role
- Chief Operating Officer
- Office
- 701 S MAIN, SUITE #400, Logan, UT 84321
- Registration
- Investment adviser registration
- In the industry since
- October 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- adamswealthadvisors.com
Where does David Kastner work?
David Kastner has been Chief Operating Officer of Adams Wealth Management LLC since March 2026, and is a control person of the firm.
Is David Kastner a financial advisor?
Yes. David Kastner has a current investment-adviser registration in Utah, through Adams Wealth Management since May 2022.
How many years of experience does David Kastner have?
David Kastner has 25 years in the financial industry, since October 2001, across 4 adviser firms.
What exams has David Kastner passed?
David Kastner has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 16, Series 87 and Series 3. The earliest, the Series 7, was passed in May 1997.
Where did David Kastner work before Adams Wealth Management?
Before Adams Wealth Management, David Kastner was registered through Charles Schwab & Co., Inc., January 2021 to May 2022; Charles Schwab Investment Advisory, Inc, May 2014 to January 2021.
Where is David Kastner based?
David Kastner’s registered office is in Logan, UT.
Is David Kastner registered with FINRA?
No. David Kastner has no current broker registration.
How can I verify David Kastner’s record?
Search CRD 2321752 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Kastner’s full registration record.
