TrueAdvisor
TrueAdvisor
CB
CB

Casey Boyer

Ameriprise Financial Services, LLC
9 Years of Experience
Cadillac, MI
1 DisclosureBroker
View SEC Summary
View SEC Summary

Casey Boyer is a registered investment advisor at Ameriprise Financial Services, LLC, based in Cadillac, MI, with 9 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9052 E 13th St Unit D, Cadillac, MI, 49601-8258

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2006
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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, LLC
January 2024 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
January 2024 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
April 2017 - January 2024 · 6 yrs 9 mos
Edward JonesBroker
March 2017 - January 2024 · 6 yrs 10 mos
State Registrations8 states
FLGAKSMDMIMNNYVA
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.
More Advisors
More financial advisors in Cadillac, MI →All financial advisors in Michigan →