Casey Thomas Huffman

Keenan Financial

4 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Keenan Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

14 advisors

Number of Clients

726 clients

Average Client Portfolio

$204K average

Assets Under Management

$148.0M

Fee Structure

Minimum Investment:None

Location

11 Beacon St, 13th Floor, Boston, MA, 02108

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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.

Other Business ActivitiesSells Insurance

Casey is a licensed insurance agent since 2021, selling life, accident, and health insurance products. This activity requires minimal time.

Employment History

Current Registrations

Keenan Financial

June 2021 - Present · 4 yrs 8 mos

State Registrations2 states

MATX

Advisor

Exams

No exam information available for this advisor.