TrueAdvisor
TrueAdvisor
KC
CFP
KC
CFP

Keenan Dean Casey

Boldin Advisors
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInsurance Planning
Boldin Advisors
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Location

Clarkston, MI

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Boldin Advisors
October 2025 - Present · 4 mos
Core Planning
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Facet
June 2021 - October 2024 · 3 yrs 4 mos
Alpers Financial Planning, INC.
September 2019 - May 2021 · 1 yr 8 mos
USAA Investment Management Company
January 2018 - August 2019 · 1 yr 7 mos
USAA Financial Planning Services
June 2017 - January 2018 · 7 mos
USAA Financial Advisors, INC.Broker
September 2016 - August 2019 · 2 yrs 11 mos
State Registrations2 states
MIMO
Advisor
Exams
No exam information available for this advisor.