Casey Bartels, financial advisor Orange CA
96 score

Casey Bartels

CRD Number: 5312518
Current Firm: Guardian Financial Partners, LLC

Casey Bartels (CRD# 5312518) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 10 years of experience in the finance industry. Casey Bartels 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.

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Professional Designations
Company Name Location Dates Years
Guardian Financial Partners, LLC Orange, CA Apr 2017 - Current 1
Wells Fargo Clearing Services, LLC Irvine, CA Nov 2016 - Apr 2017 < 1
Wells Fargo Advisors LLC Irvine, CA May 2009 - Nov 2016 7
Wachovia Securities Newport Beach, CA Mar 2007 - May 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Casey S. Bartels
Phone Number: 949-771-2969
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    166
    MILLIONS
  • Total Number of Accounts
    455
    ACCOUNTS
  • Average Account Value
    $363,736
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, MA, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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