Jasen
Cassady
Cassady Wealth & Retirement Planning L.L.C
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About this Advisor
Jasen Cassady is a financial advisor based in Las Vegas, Nevada, working with Cassady Wealth & Retirement Planning L.L.C. Jasen has previously held positions at various firms, including Jasen Cassady, Sole-Proprietor Dba Cassady Wealth & Retirement, Cassady Law Offices, Gradient Securities, LLC, and several other LLCs. Jasen has passed the Series 63 regulatory exam and is registered to provide services in Nevada and Texas. Currently, Jasen is part of Cassady Wealth & Retirement Planning L.L.C, which operates out of Las Vegas, Nevada. The firm has one office and four employees. The firm manages assets totaling $105.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Cassady Wealth & Retirement Planning L.L.C includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cassady Wealth & Retirement Planning L.L.C Brokerage Details
$105,100,000
4
236
$445,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jasen Cassady Work History
N719Jb, LLC
2400 W Horizon Ridge, LLC
69 Allure Drive, LLC
71 Allure Drive, LLC
556 Leesville Road Unit 1002, LLC
88 Allure Drive, LLC
84 Allure Drive, LLC
556 Leesville Road Unit 1007, LLC
14 Allwell Road, LLC
20 Allwell Road, LLC
22 Allwell Road, LLC
28 Allwell Road, LLC
Allwell Properties, LLC
32 Logan Lane, LLC
173 Rowse Drive, LLC
105 Rowse Drive, LLC
148 Sunburst Villa, LLC
152 Sunburst Villa, LLC
Cassady Wealth & Retirement Planning L.L.C
Cassady Wealth & Retirement Planning L.L.C
Cassady Wealth & Retirement Planning L.L.C
10799 W. Twain, LLC
3Ck Investments, LLC
Jasen Cassady, Sole-Proprietor Dba Cassady Wealth & Retirement
Gradient Securities, LLC
9085 Jumping Jacks, LLC
10560 Lessona, LLC
Cassady Law Offices
2425 W. Horizon Ridge, LLC
Disclosures
Please visit the SEC profile of Jasen Cassady 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 Cassady Wealth & Retirement Planning L.L.C
Las Vegas, NV
Henderson, NV
Las Vegas, NV
Las Vegas, NV
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