Brenna Casey (CRD# 6488288) is an Investment Advisor Representative working at Edward Jones in Stanwood, WA and has over 6 years of experience in the finance industry.
CRD# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 3077936
Sound Financial, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Apr 2017 - Current | 7 |
| Liberty Mutual | Spokane, WA | Jun 2016 - Apr 2017 | < 1 |
| Coconut Kennys | Anacortes, WA | Jan 2017 - Feb 2017 | < 1 |
| Washington State University | Pullman, WA | Sep 2013 - Dec 2016 | 3 |
| South Fork | Pullman, WA | Aug 2015 - Oct 2015 | < 1 |
| Edward Jones | Chandler, AZ | May 2015 - Aug 2015 | < 1 |
| Wsu Office Of Admissions | Pullman, WA | Jan 2014 - Jun 2015 | 1 |
| Olive Garden | Burlington, WA | May 2014 - Aug 2014 | < 1 |
| Deception Pass Tours | Anacortes, WA | May 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- TX
- WA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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