Keenan
Casey
Facet
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About this Advisor
Keenan Casey is a certified financial planner based out of Baltimore, Maryland, with 2 years of industry experience. Casey currently works for Facet. Throughout their career, Casey has worked at Usaa Financial Advisors Inc, Usaa Financial Planning Services, Vail Resort, Chase Plastic Services, Quicken Loans, Usaa Investment Management Company, Chase Plastics, Usaa, Alpers Financial Planning, Na and Facet Wealth. Casey has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in Colorado and Texas. Facet is a financial advisory firm operating out of Baltimore, MD. It manages $2 billion in total assets among its 18,571 accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 18,571 client accounts, just 7% are held by high-net-worth clients who have greater than $1 million in investable assets. Facet performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fees vary depending on which services the firm provides the client. However, fee types billed by Facet typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$1,654,740,781
275
18,571
$89,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Keenan Casey Work History
Keenan has been registered as a financial advisor for 2 years.*
Facet Wealth
Usaa Investment Management Company
Usaa Financial Advisors Inc
Usaa Financial Planning Services
Na
Alpers Financial Planning
Usaa
Vail Resort
Chase Plastic Services
Chase Plastics
Quicken Loans
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Keenan Casey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Facet
Rock Hill, SC
Baltimore, MD
Baltimore, MD
Wrightsville Beach, NC
Baltimore, MD
Enterprise, UT
Baltimore, MD
Baltimore, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.