Casey Shaw (CRD# 6862716) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cedarville, OH and has over 6 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 2930449
Primerica Advisors
CRD# 4903661
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bankcorp Investments, Inc. | Beavercreek, OH | Mar 2022 - Current | 2 |
| Lpl Financial LLC | Columbus, OH | Dec 2018 - Mar 2022 | 3 |
| Stratos Wealth Partners, Ltd | Columbus, OH | Dec 2018 - Mar 2022 | 3 |
| Unemployed | Xenia, OH | Aug 2018 - Dec 2018 | < 1 |
| Edward Jones | St Louis, MO | Oct 2017 - Aug 2018 | < 1 |
| Mick Lundy's State Farm | Beavercreek, OH | Jun 2015 - Oct 2017 | 2 |
| Howe Insurance Services | Caldwell, OH | Oct 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- OH
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Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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