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Christine Marie Casey

Private Wealth Asset Management

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About Christine Marie Casey

Christine Casey is a Registered Investment Advisor with Private Wealth Asset Management. Christine has been in the financial services industry since 1994. Christine holds the Series 6, Series 63, and Series 65 securities licenses. She has a background in securities and investment company products. Christine’s specialties include investment management for individuals, pooled investment vehicles, and financial planning.

Firm Information

Christine Casey is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k advisory services

401k advisory services

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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Christine Casey’s Registration & Firm History

NE

04/04/2022 - Present

Private Wealth Asset Management (OMAHA NE)

CA

05/02/2001 - 05/04/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

07/12/1999 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

ME

06/13/1995 - 07/12/1999

FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)

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Licenses & Designations

IA

Issued 04/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2021

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Marie Casey.
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