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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Casebeer is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 16 years of experience in the industry. Brian has a diverse background with experience at Edward Jones, Merrill Lynch, and Wells Fargo Clearing Services, LLC. Brian is registered with the Securities and Exchange Commission (SEC) as well as several state securities authorities. Brian holds Series 3, 7, 9, 10, and 66 licenses. Brian has been serving clients in the Topeka, Kansas area since 2007. Brian and his team offer a range of services including financial planning, portfolio management, and investment consulting services to both individuals and institutional clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
KS
08/19/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TOPEKA KS)
KS
05/26/2016 - 08/19/2022
WELLS FARGO CLEARING SERVICES, LLC (TOPEKA KS)
KS
12/05/2011 - 06/23/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
KS
03/08/2007 - 12/06/2011
EDWARD JONES (TOPEKA KS)
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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