Brian Casebeer (CRD# 5278171) is an Investment Advisor Representative working at Wells Fargo Advisors in Topeka, KS and has over 17 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Topeka, KS | Aug 2022 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Topeka, KS | Nov 2016 - Aug 2022 | 5 |
| Wells Fargo Advisors, LLC | Topeka, KS | May 2016 - Nov 2016 | < 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
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- KS
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
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- Other
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, WY
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