Jeffrey CaseyCRD Number: 6616204
Current Firm: Sagespring Wealth Partners
Jeffrey Casey (CRD# 6616204) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 7 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Sagespring Wealth Partners||Omaha, NE||Nov 2022 - Current||< 1|
|Casey Wealth Team||Omaha, NE||Dec 2021 - Current||1|
|Dixon Wells||Omaha, NE||Nov 2019 - Current||3|
|Raymond James Financial Services, Inc.||Omaha, NE||Jan 2016 - Current||7|
|Southwestern Investment Advisory Services||Omaha, NE||Mar 2017 - Nov 2022||5|
|Southwestern Investment Group||Omaha, NE||Mar 2017 - Nov 2022||5|
|Raymond James Financial Services Advisors Inc.||Omaha, NE||May 2016 - Mar 2017||< 1|
|Family Heritage Life||Cleveland, OH||Aug 2009 - Jan 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
Total Assets Under Management4,277MILLIONS
Total Number of Accounts27,053ACCOUNTS
Average Account Value$158,114
- 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
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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