Kasey Kinney, financial advisor Madison WI

Kasey Kinney

CRD Number: 6098913
Current Firm: Raymond James Financial Services Advisors, Inc.

Kasey Kinney (CRD# 6098913) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Madison, WI and has over 11 years of experience in the finance industry. Kasey Kinney 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
Raymond James Financial Services, Inc. Madison, WI Sep 2017 - Current 6
Raymond James Financial Services Advisors Inc. Madison, WI Sep 2017 - Current 6
Tactical Financial Group Madison, WI Sep 2017 - Current 6
Wps, Medico, United Health Care Madison, WI Dec 2017 - Jan 2021 3
Mml Investors Services, LLC Middleton, WI Mar 2017 - Sep 2017 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Sep 2017 1
Metlife Securities Inc. Madison, WI Jan 2013 - Sep 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Kasey J. Kinney
Phone Number: 727-567-3020
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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