Casey Madsen is a registered investment advisor at LPL Financial LLC, based in Crane, IN, with 8 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
300 Highway 361, Crane, IN, 47522
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2026Other Business Activities
Casey works as an advisor at Crane Credit Union, a financial institution, dedicating full-time hours to this role. Casey also operates under the DBA Crane Investment Services for LPL business.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations11 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.