Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
11yrs
Based in Scottsdale, Arizona, Dane Castle is a fiduciary financial advisor with 11 years of industry experience. Dane has been with Osaic Wealth since 2021; before that, Dane spent two years at Osaic Services and two years at Woodbury Financial Services. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowOsaic Institutions, Inc.Current
- Dec 2021 – Sep 2023Osaic Services, Inc.Previously
- 2021 – nowOsaic Wealth, Inc.Current firm
- 2021 – 2024Woodbury Financial Services, Inc.Previously
- 2019 – 2023FSC Securities CorporationPreviously
Contact Dane
(800) 821-5100Osaic Wealth main office 18700 N. Hayden Road Suite 255Scottsdale, AZ 85255Office · Get directions
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Questions to ask Dane
Tailored to Dane’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Dane
How do I contact Dane?
Call Osaic Wealth at (800) 821-5100 and ask for Dane Castle. Dane works from the Scottsdale, AZ office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Dane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Dane 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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