Kasey Kinney, financial advisor Middleton WI
90 score

Kasey Kinney

CRD Number: 6098913
Current Firm: Msi Financial Services, Inc.

Kasey Kinney (CRD# 6098913) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Middleton, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Madison, WI Jan 2013 - Current 3
Uw - Lacrosse Lacrosse, WI Aug 2008 - Jan 2013 4
Bridges Golf Course Madison, WI Apr 2006 - Aug 2012 6
Madison East High School Madison, WI Jun 2002 - Jun 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Kasey J. Kinney
Phone Number: 800-638-8378
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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