Kasey Closs is a CFP, ChFC-designated registered investment advisor, based in Wilsonville, OR, with 8 years of industry experience.
Location
9450 SW Commerce Circle, Ste. 400, Wilsonville, OR, 97070
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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
Kasey is an investment advisor representative (IAR) affiliation with CIRA, spending nearly full-time on this role. Kasey is also an assistant coach at Sherwood High School and an insurance agent for various independent insurance companies, dedicating about a quarter of their time to each activity.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Wells Fargo Clearing Services, LLCBroker
State Registrations18 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.