Kimberli Casner is a registered investment advisor, based in State College, PA, with 21 years of industry experience.
Location
476 Rolling Ridge Drive, Suite 333, State College, PA, 16801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberli is the Chief Compliance Officer and Investment Advisor Representative at Vicus Capital, Inc. and Senior Vice President and General Counsel at Partners Financial Group / MGA DBA PFG Wealth Services, spending a significant amount of time on these activities; she also serves on the finance committee for St. John's Lutheran Church, dedicating minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Vicus Capital, INC.
Previous Registrations
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
State Registrations1 state
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