William
Casey

Merit Financial Advisors

CRD#1094418
Investment Advisor
in Manitowoc, WI

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About this Advisor

William Casey is a financial advisor based in Manitowoc, Wisconsin, working with Merit Financial Advisors. William has previously held positions at Access Investment Advisors Inc and Merit Financial Group, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, William is part of Merit Financial Advisors, which operates out of Manitowoc, Wisconsin. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4400 Calumet Avenue Suite 201
Manitowoc, WI 54220

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Merit Financial Advisors Brokerage Details

Total Assets Under Management

$7,252,133,507

WI Average: $3,570,121,308
Total Number of Employees

258

WI Average: 58
Total Number of Accounts

25,088

WI Average: 1,608
Average Account Size

$289,068

WI Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

William Casey Work History

2024 - Present (0 year)

Merit Financial Group, LLC

1995 - Present (29 years)

Access Investment Advisors Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of William 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 Merit Financial Advisors

Wendy Gregory
Alpharetta, GA
Craig Anderson
Lawrenceville, GA
Julia Nicol
Alpharetta, GA
Nicholas Moon
Alpharetta, GA
Jason Straub
Alpharetta, GA
Thomas Bakamus
Alpharetta, GA
Joseph Guidish
Alpharetta, GA
Connor Brechbill
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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