Casey O'gorman
Casey O'gorman is a registered investment advisor at Osaic Wealth, INC., based in Waukesha, WI, with 36 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
W233 N2080 Ridgeview Parkway, Suite 203, Waukesha, WI, 53188
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Regulatory History (2)
Customer Dispute
October 2008Customer Dispute
December 2006Other Business ActivitiesSells Insurance
Casey is an agent for multiple insurance companies, offering disability, term life, universal life, group long-term disability, and group long-term care insurance, dedicating minimal time to each. Casey also works full-time as an owner/investment advisor at Ferrito & O'Gorman and serves as a board member for both the Fellowship of Christian Athletes and Westmoor Country Club.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
AXA Advisors, LLCBroker
Mony Securities Corporation
Mony Securities CorporationBroker
The Mutual Life Insurance Company of New YorkBroker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.