Thomas Casart (CRD# 5002846) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Lincoln, NE and has over 15 years of experience in the finance industry.
CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Lincoln, NE | Aug 2023 - Current | < 1 |
| Cetera Investment Advisers LLC | Seward, NE | Jun 2021 - Aug 2023 | 2 |
| Cetera Investment Services LLC | St Cloud, MN | Jun 2021 - Aug 2023 | 2 |
| Cattle Bank & Trust | Seward, NE | Jun 2021 - Aug 2023 | 2 |
| The Prudential Insurance Company Of America | Omaha, NE | Nov 2020 - Jun 2021 | < 1 |
| Pruco Securities, LLC | Omaha, NE | Nov 2020 - Jun 2021 | < 1 |
| Tiaa | Lincoln, NE | Aug 2017 - Nov 2020 | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | Lincoln, NE | Aug 2017 - Nov 2020 | 3 |
| Scottrade Investment Management | Lincoln, NE | Jan 2017 - Aug 2017 | < 1 |
| Scottrade, Inc. | Lincoln, NE | Nov 2015 - Aug 2017 | 1 |
| Td Ameritrade Inc. | Bellevue, NE | Oct 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- NE
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
-
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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