Casey Hande is a registered investment advisor at LPL Financial LLC, based in Baker, MT, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
121 South Main St, Baker, MT, 59313
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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
Casey operates Badlands Wealth Management as a DBA for their LPL business and provides investment advisory services through NewEdge Advisors, spending full-time on the former and about 10-20% of their time on the latter. Casey also dedicates minimal time to Air Check LLC and sells non-variable insurance as an agent for Synchronize.
Employment History
Current Registrations
LPL Financial LLC
Newedge Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
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.