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Brian Casey

Wells Fargo Advisors
18 Years of Experience
Reno, NV
2 DisclosuresBroker
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Brian Casey is a registered investment advisor at Wells Fargo Advisors, based in Reno, NV, with 18 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4780 Caughlin Pkwy, Reno, NV, 89519

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History

Regulatory History (2)
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Judgment / Lien
March 2025
Judgment / Lien
June 2024
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
February 2020 - Present · 6 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Morgan Stanley
May 2010 - February 2020 · 9 yrs 9 mos
Morgan StanleyBroker
May 2010 - February 2020 · 9 yrs 9 mos
Wells Fargo Advisors, LLC
April 2008 - June 2010 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
April 2008 - June 2010 · 2 yrs 2 mos
State Registrations7 states
AZCACOMTNVTXUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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