Casi Dileva
Casi Dileva is a registered investment advisor at Ameriprise Financial Services, LLC, based in El Segundo, CA, with 28 years of industry experience. Casi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
2100 Park Place, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Casi is an independent insurance broker, selling long-term care and term life insurance. Casi also works as a financial advisor for Kinecta Wealth Management, dedicating about 10-20% of their time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Creativeone Wealth, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Nationwide Investment Services CorporationBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Allstate Distributors, L.L.C.Broker
Nationwide Investment Services CorporationBroker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Bisys Brokerage Services, INC.Broker
Duerr Financial CorporationBroker
Westfin Securities CorporationBroker
State Registrations40 states
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