Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Casper is a financial advisor with over 20 years of experience in the industry. Jeffrey currently works with OneAmerica Securities, Inc. He has a strong track record of success in providing financial advice to a variety of clients, including high-net-worth individuals, businesses, and individuals other than high-net-worth. Jeffrey is committed to providing his clients with personalized financial advice that is tailored to their individual needs and goals. Jeffrey has earned the Chartered Financial Analyst designation, a widely respected mark of excellence in the financial services industry. Jeffrey is also registered to provide investment advisory services in Wisconsin.
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.
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.
1
2
WI
02/16/2017 - Present
Oneamerica Securities, Inc. (Milwaukee WI)
WI
01/30/2015 - 01/06/2017
BMO INVESTMENT DISTRIBUTORS, LLC (MILWAUKEE, WI)
WI
08/01/2012 - 01/30/2015
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
02/03/2006 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
MN
01/26/2005 - 10/04/2005
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
WI
11/06/2000 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffrey Casper is the right advisor for you? Invested Better is here to help.
