Unclaimed
Casey Patterson is a registered investment advisor representative associated with Empower Advisory Group, LLC. Casey has been in the financial services industry since August 2018. Casey obtained their series 63 license in 2021 and their series 65 license in 2024. Casey currently provides financial planning, and portfolio management services to individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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KS
11/20/2024 - Present
Empower Advisory Group, LLC (Wichita KS)
Active
Inactive
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