Colin Casey (CRD# 5528170) is an Investment Advisor Representative working at Cwm, LLC in Bingham Farms, MI and has over 15 years of experience in the finance industry. Colin 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usa Hockey | Farmington Hills, MI | Oct 2019 - Current | 4 |
| Cetera Advisor Networks | El Segundo, CA | Jan 2017 - Current | 7 |
| Cwm, LLC | Bingham Farms, MI | Jan 2016 - Current | 8 |
| Stonebridge Financial Partners, LLC | Binham Farms, MI | Jan 2016 - Current | 8 |
| Lpl Financial LLC | St. Clair Shores, MI | Dec 2008 - Jan 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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