Brian Casebeer, financial advisor Topeka KS
73 score

Brian Casebeer

CRD Number: 5278171
Current Firm: Wells Fargo Advisors, LLC

Brian Casebeer (CRD# 5278171) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Topeka, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Topeka, KS May 2016 - Current < 1
Bank Of America, N.a. Leawood, KS Mar 2012 - May 2016 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leakwood, KS Dec 2011 - May 2016 4
Edward Jones St Louis, MO Jan 2007 - Dec 2011 4
Bank Of America Topeka, KS Feb 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2007
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Brian C. Casebeer
Phone Number: 314-875-3000
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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

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BADGES
73

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