Casey CollinsCRD Number: 6040409
Current Firm: Waddell & Reed
Casey Collins (CRD# 6040409) is an Investment Advisor Representative working at Waddell & Reed in Waukesha, WI and has over 6 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Ashbury Mid Town Homeowners Association||Madison, WI||Dec 2015 - Current||2|
|Madison Area Tip Club||Madison, WI||Aug 2015 - Current||2|
|Wisconsin Deca/dept Of Public Instruction||Madison, WI||Mar 2015 - Current||3|
|Powerbuy 4 Your LLC||Mazomanie, WI||Oct 2014 - Current||3|
|Drive To The Ocean||Madison, WI||Sep 2014 - Current||3|
|Waddell & Reed Inc.||Madison, WI||Jun 2013 - Current||4|
|Various Insurance Carriers For W&r Insurance Agencies||Madison, WI||Jun 2013 - Current||4|
|Tlb Music||Madison, WI||May 2013 - Current||4|
|Crc Consulting||Madison, WI||Apr 2013 - Jun 2013||< 1|
|Transamerica Financial Advisors, Inc.||Madison, WI||Mar 2012 - Jun 2013||1|
|World Financial Group, Inc.||Madison, WI||Sep 2011 - Jun 2013||1|
|Powerbuy 4 You, LLC||Middleton, WI||Apr 2011 - Feb 2012||< 1|
|Unemployed||Madison, WI||Nov 2009 - Mar 2011||1|
|Cuna Mutual Group||Madison, WI||Apr 2007 - Oct 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
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:
- Financial Issue
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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