William Casey, financial advisor Manitowoc WI

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 40 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.

Similar Advisors
Mark Albers, financial advisor Manitowoc WI
Mark D. Albers
CRD# 6226751
Verus Wealth Management
Similar Advisors
Brian Andrew, financial advisor Manitowoc WI
Brian K. Andrew
CRD# 2240211
Merit Financial Advisors
Similar Advisors
Carolyn Baeten, financial advisor Manitowoc WI
Carolyn A. Baeten
CRD# 2262789
Packerland Brokerage Services, Inc.
Professional Designations
Company Name Location Dates Years
Access Investment Advisors Inc. Manitowoc, WI Feb 1995 - Current 29
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
Firm Website: http://access95.com
Registered State(s):
  • AZ
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    218
    MILLIONS
  • Total Number of Accounts
    632
    ACCOUNTS
  • Average Account Value
    $344,811
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

AZ, CA, TX, WI

Ready to hire a financial advisor? Get competitive proposals from William Casey and other advisors.
BADGES

About Wealthminder

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.