Casey Collins, financial advisor Madison WI
78 score

Casey Collins

CRD Number: 6040409
Current Firm: Waddell & Reed

Casey Collins (CRD# 6040409) is an Investment Advisor Representative working at Waddell & Reed in Madison, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ashbury Mid Town Homeowners Association Madison, WI Dec 2015 - Current 1
Madison Area Tip Club Madison, WI Aug 2015 - Current 1
Wisconsin Deca/dept Of Public Instruction Madison, WI Mar 2015 - Current 1
Powerbuy 4 Your LLC Mazomanie, WI Oct 2014 - Current 2
Drive To The Ocean Madison, WI Sep 2014 - Current 2
Waddell & Reed Inc. Madison, WI Jun 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Madison, WI Jun 2013 - Current 3
Tlb Music Madison, WI May 2013 - Current 3
Crc Consulting Madison, WI Apr 2013 - Jun 2013 < 1
Transamerica Financial Advisors, Inc. Madison, WI Mar 2012 - Jun 2013 1
World Financial Group, Inc. Madison, WI Sep 2011 - Jun 2013 1
Powerbuy 4 You, LLC Middleton, WI Apr 2011 - Feb 2012 < 1
Unemployed Madison, WI Nov 2009 - Mar 2011 1
Cuna Mutual Group Madison, WI Apr 2007 - Oct 2009 2
Associated Bank Madison, WI Nov 2003 - Mar 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Apr 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Casey R. Collins
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • IA
  • MI
  • NE
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
78

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