Casey Boyer
Casey Boyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cadillac, MI, with 8 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
9052 E 13th St Unit D, Cadillac, MI, 49601-8258
Get directionsHistory
Regulatory History (1)
Criminal
January 2006Other Business Activities
Casey owns Boyer Family Holding INC, used for business expenses and employee payroll, and co-owns Roundabout Financial, used for staff payroll, each taking a few hours per week. Casey is also Vice President of Boyer, dedicating a few hours per week to this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 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.