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Casey Joseph Trumble

LINCOLN FINANCIAL ADVISORS CORPORATION·FORT WAYNE, Indiana
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1300 SOUTH CLINTON STREET, FORT WAYNE, IN 46802CRD# 4804064Firm CRD# 3978
01

About

Casey Joseph Trumble is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with LINCOLN FINANCIAL ADVISORS CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
OSAIC FA, INC.
OSAIC FA, INC.
AUM
$37.1B
Regulatory assets under management
Employees
1607
Total firm employees
View all advisors at OSAIC FA, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4804064
Firm CRD# 3978
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Joseph Trumble offer?
Casey Joseph Trumble specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Casey Joseph Trumble's credentials?
Casey Joseph Trumble is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Joseph Trumble located?
Casey Joseph Trumble is based in FORT WAYNE, Indiana, working with LINCOLN FINANCIAL ADVISORS CORPORATION. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Casey Joseph Trumble charge for services?
Casey Joseph Trumble's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN FINANCIAL ADVISORS CORPORATION?
LINCOLN FINANCIAL ADVISORS CORPORATION has approximately 1607 employees and manages $37.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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