Brian Casebeer
Brian Casebeer is a registered investment advisor at Wells Fargo Advisors, based in Topeka, KS, with 19 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2955 SW Wanamaker Dr., Suite C, Topeka, KS, 66614
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2016Criminal
August 1994Other Business Activities
Brian has ownership stakes in Casting Lots LLC (landowner), Casebeer McCollum Wealth Management (finet practice), Casebeer Management LLC (finet practice), and Truthmark LLC (marketing business). Casebeer Management LLC takes nearly full-time hours, Casebeer McCollum Wealth Management takes about 10-20% of his time, Truthmark LLC takes a few hours per week, and Casting Lots LLC takes minimal time.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
Edward JonesBroker
State Registrations25 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.
Exams
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