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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Gilligan is an investment advisor representative for Mariner Wealth. Casey is registered with the state of Ohio and Kentucky. Casey specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Casey has a Series 65 license and is a Certified Financial Planner. Casey is also on the planning and fundraising board of the Southern Ohio Chapter of the Crohn's & Colitis Foundation.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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OH
06/23/2021 - Present
Mariner Wealth (CINCINNATI OH)
IA
Issued 06/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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