Casey O'leary (CRD# 4680454) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconomowoc, WI and has over 20 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Packerland Brokerage Services | Green Bay, WI | May 2019 - Current | 4 |
| Trinity Wealth Mangement LLC | Oconomowoc, WI | Sep 2014 - Sep 2019 | 5 |
| J.p. Morgan Securities LLC | Oconomowoc, WI | Oct 2012 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
| S63 | Uniform Securities State Law Examination | Nov 2018 |
- FL
- MN
- MO
- NV
- ND
- TX
- WI
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Total Assets Under Management854MILLIONS
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Total Number of Accounts4,831ACCOUNTS
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Average Account Value$176,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, 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, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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