Casey
Moss
Capital Point Financial Group, LTD
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About this Advisor
Casey Moss is a financial advisor based in Glenview, Illinois with 1 year of relevant experience. Moss is an advisor for Capital Point Financial Group, LTD. Moss has gained experience at Student, Comprehensive Acounting Solutions, Inc, Lauterbach & Amen, Llp, Bill Hickey & Associates, Inc, Demarco Sciacotta Wilkens & Dunleavy, Avantax Investment Services, Inc, Avantax Advisory Services, Oneamerica Securities, American United Life, Casey Moss Tax And Accounting, LLC, Lpl Financial, LLC and Capital Point Financial Group. Moss maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Capital Point Financial Group, LTD is an advisory firm based out of Glenview, IL. The firm has offices in two locations and a total of 13 advisors. It handles $313 million in assets under management across its 1,604 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves two charities and foundations. Of its 1,604 accounts, 32% belong to high-net-worth investors who have more than $1 million in assets available to invest. Capital Point Financial Group, LTD performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice largely are based on which services the firm provides the client. However, fee types charged by Capital Point Financial Group, LTD can include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Point Financial Group, LTD Brokerage Details
$312,603,701
13
1,604
$194,890
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Casey Moss Work History
Casey has been registered as a financial advisor for 1 years.*
Lpl Financial, LLC
Capital Point Financial Group
Casey Moss Tax And Accounting, LLC
Oneamerica Securities
American United Life
Avantax Investment Services, Inc
Avantax Advisory Services
Demarco Sciacotta Wilkens & Dunleavy
Bill Hickey & Associates, Inc
Bill Hickey & Associates, Inc
Comprehensive Acounting Solutions, Inc
Lauterbach & Amen, Llp
Student
*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 Casey Moss 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 Capital Point Financial Group, LTD
Sarasota, FL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
Glenview, IL
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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