Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Madsen is a financial advisor who has been in the industry since October 30, 2017. Casey is currently registered with LPL Financial LLC. Casey has a Series 7, Series 6, and Series 63 license and holds a Chartered Financial Consultant designation. Casey is also registered as an Investment Advisor Representative in Indiana. Casey has experience working with high-net-worth individuals, corporations, and other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
IN
05/18/2022 - Present
LPL Financial LLC (CRANE IN)
IN
07/30/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Bloomington IN)
IN
10/18/2017 - 07/16/2019
MML INVESTORS SERVICES, LLC (INDIANAPOLIS IN)
IA
Issued 02/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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