William Casey, financial advisor Manitowoc WI
96 score

William Casey

CRD Number: 1094418
Current Firm: Access Investment Advisors Inc.

William Casey (CRD# 1094418) is an Investment Advisor Representative working at Access Investment Advisors Inc. in Manitowoc, WI and has over 33 years of experience in the finance industry. William Casey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Access Investment Advisors Inc. Manitowoc, WI Feb 1995 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Nov 1995
Contact Info for William R. Casey
Phone Number: 920.683.9901
Registered State(s):
  • AZ
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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