Christopher Casey
Christopher Casey is a registered investment advisor at Osaic Wealth, INC., based in Bloomington, MN, with 19 years of industry experience. Christopher 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
9301 Bryant Ave South, Suite 101, Bloomington, MN, 55420
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Regulatory History (2)
Customer Dispute
February 2013Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Christopher is an insurance agent selling health, life, and annuity products, dedicating nearly full-time hours to this activity. He also operates under the DBAs Casey Financial Services, LLC and Clarity Financial LLC, and participates in a mortgage lead incentive program. Additionally, Christopher refers clients to Clarity Financial for health insurance and Medicare supplement needs.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
State Registrations13 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.