Bob Castle

Senior Financial Representative | Principal Securities Registered Representative | Financial Advisor

Financial planning can be overwhelming – I can help. 

I can review your financial picture, your goals and weigh your options.  In addition, I can address other short-term and long-term goals that you have.

 

I am native of Iowa City, IA.   I am currently residing in Iowa City with my wife, Abby and son Max.

EXPERIENCE:

  • Principal Securities Inc.; Registered Rep – 09/2015 – Present
  • Principal Life Insurance Company; Agent – 09/2015 – Present
  • Castle Financial Services Inc.; Financial Representative - 04/2016 – Present

EDUCATION AND CREDENTIALS:

  • Graduate of Kirkwood Community College, Cedar Rapids, IA

INTERESTS:

  • Avid supporter of the St. Louis Cardinals and the Iowa Hawkeyes
  • Attending and participating in my son's activities
Phone 319.248.1673
Fax 833.440.0289