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Casey Burns Mahoney

Safeguard Wealth Management

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About Casey Burns Mahoney

Casey Mahoney is a financial advisor at Safeguard Wealth Management. Casey has over 3 years of experience in the financial services industry. Casey is registered in Wisconsin and has a Series 7, Series 63, and Series 66 license. Casey is a Certified Financial Planner. Safeguard Wealth Management is a Registered Investment Advisor (RIA) with over $338 million in assets under management. They have a strong focus on providing financial planning and portfolio management services to high-net-worth individuals and families.

Firm Information

Casey Mahoney is currently registered with Safeguard Wealth Management. Safeguard Wealth Management is an investment advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $338.5 million in regulatory assets under management. The firm's main office is located in [City, State].

$338.53M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Casey Mahoney’s Registration & Firm History

MO

03/16/2023 - Present

Safeguard Wealth Management (Ballwin MO)

MO

09/18/2019 - 02/22/2023

UBS FINANCIAL SERVICES INC. (CHESTERFIELD MO)

NH

10/01/2018 - 03/20/2019

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 03/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/08/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Burns Mahoney.
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