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Casey Dean Wright

Northwestern Mutual Investment Services, LLC

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About Casey Dean Wright

Casey Dean Wright is a financial advisor currently registered with Northwestern Mutual Investment Services, LLC. Casey Wright has been working in the financial services industry since August 21, 2000. Prior to joining Northwestern Mutual, Casey Wright was employed with ROBERT W. BAIRD & CO. INCORPORATED. Casey Wright is also the 100% owner of The Wright Group LLC. Casey Wright is currently registered with the state of Texas.

Firm Information

Casey Wright is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

1711 Crescent Pointe Pkw

College Sta, TX 77845

Not reported

Assets Under Management

1

Total Clients

10,224

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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investment research; referrals to other advisers

Investment research; referrals to other advisers

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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other

Referral fees

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Casey Wright’s Registration & Firm History

TX

06/14/2010 - Present

Northwestern Mutual Investment Services, LLC (College Sta TX)

WI

02/20/2001 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 5/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 3/8/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/9/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 8/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Dean Wright.
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