Cesar Castaneda
AA Financial Services · Kirkland, Washington
Cesar Castaneda is a fee-only financial advisor at AA Financial Services in Kirkland, Washington. AA Financial Services reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | AA Financial Services |
|---|---|
| Based in | Kirkland, Washington |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| SEC registration | Investment adviser representative in WA · CRD 2566677 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Cesar
Is Cesar Castaneda a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cesar holds no broker registration, and AA Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cesar charge for financial advice?
Cesar's firm, AA Financial Services, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Cesar Castaneda based?
Cesar Castaneda is based in Kirkland, Washington.
Is Cesar Castaneda registered with the SEC?
Yes. Cesar Castaneda is registered as an investment adviser representative in WA (CRD 2566677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Cesar Castaneda?
Contact details aren't on file yet. Search for AA Financial Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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