Craig CacaseCRD Number: 1095953
Current Firm: Waddell & Reed
Craig Cacase (CRD# 1095953) is an Investment Advisor Representative working at Waddell & Reed in Hartford, CT and has over 24 years of experience in the finance industry.
Barron Financial Group, LLP
Springboard Asset Management LLC
|Waddell & Reed, Inc.||Hartford, CT||Jul 2010 - Current||7|
|Various Insurance Carriers For W & R Insurance Agencies||Newington, CT||Jul 2010 - Current||7|
|Power Of Attorney For Father||Newington, CT||Sep 2008 - Current||9|
|Trustee And Power Of Attorney For Uncle||Newington, CT||Sep 2008 - Current||9|
|Lpl Financial Corporation||Southington, CT||May 2008 - Jul 2010||2|
|Sovereign Bank||Wethersfield, CT||Apr 2001 - Jul 2010||9|
|Liberty Securities Corp./imfg Securities Inc.||West Hartford, CT||Apr 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1992|
|S65||NASAA Investment Advisors Law Examination||Feb 2003|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.