Harold Dance Investments
44yrs
Top advisor by experience in Logan
29yrs
David Kastner is a financial advisor in Logan, Utah, with 29 years in the industry. David joined Adams Wealth Advisors in 2022, after a year at Charles Schwab & CO. and seven years at Charles Schwab Investment Advisory. David holds the CFA designation.
At a glance
Experience29 years (since 1997)
How that compares ?Top 11% by experience in Utah
Office701 S Main Suite #400, Logan, UT 84321
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee
Typical client at the firm ?$702,042
Advisors at the firm10
States licensed ?1 state
Services through Adams Wealth Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2025 – nowCachetechCurrent
- 2022 – nowAdams Wealth AdvisorsCurrent firm
- Jan 2021 – May 2022Charles Schwab & CO., Inc.Previously
- 2014 – 2021Charles Schwab Investment Advisory, Inc.Previously
Contact David
(435) 752-1702Adams Wealth Advisors main office 701 S Main Suite #400Logan, UT 84321Office · Get directions Facebook pageAdams Wealth Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Adams Wealth Advisors at (435) 752-1702 and ask for David Kastner. David works from the Logan, UT office.
How long has David been a financial advisor?
David has been in the industry since 1997, about 29 years. Top 11% by experience in Utah.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Adams Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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