Casey Madsen (CRD# 6790291) is an Investment Advisor Representative working at Lpl Financial LLC in Crane, IN and has over 6 years of experience in the finance industry.
CRD# 4621908
Edward Jones
CRD# 5306791
Edward Jones
CRD# 4240989
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Odon, IN | May 2022 - Current | 1 |
| Cuna Brokerage Services, Inc. | Waverly, IA | Jul 2019 - Current | 4 |
| Crane Credit Union | Bloomington, IN | Jul 2019 - Current | 4 |
| Mml Investors Services | Indianapolis, IN | Aug 2017 - Jul 2019 | 1 |
| Mass Mutual Life Insurance Company | Indianapolis, IN | Apr 2017 - Jul 2019 | 2 |
| Pier1 Imports | Carmel, IN | Jan 2019 - Jun 2019 | < 1 |
| Luxottica Of North America | Indianapolis, IN | Oct 2012 - Apr 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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