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Casey Patrick Mcliney

WESTWARD INVESTMENT ADVISORY, LLC·PRAIRIE VILLAGE, Kansas
Clean recordWESTWARD INVESTMENT ADVISORY, LLC
4200 W. 83RD STREET, PRAIRIE VILLAGE, KS 66208CRD# 4587856Firm CRD# 281742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Casey Patrick Mcliney · PRAIRIE VILLAGE, KS
Registration
CRD #4587856 · WESTWARD INVESTMENT ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Casey Patrick Mcliney is a registered financial advisor based in PRAIRIE VILLAGE, Kansas, affiliated with WESTWARD INVESTMENT ADVISORY, LLC. 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
Introduction

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03

Firm Overview

Firm
WESTWARD INVESTMENT ADVISORY, LLC
WESTWARD INVESTMENT ADVISORY
AUM
$397M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WESTWARD INVESTMENT ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING SERVICES FOR FEE FOR SERVICE BASIS
Regulatory
SEC/IARD CRD# 4587856
Firm CRD# 281742
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Casey Patrick Mcliney offer?
Casey Patrick Mcliney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PRAIRIE VILLAGE, Kansas for a consultation.
What are Casey Patrick Mcliney's credentials?
Casey Patrick Mcliney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Casey Patrick Mcliney located?
Casey Patrick Mcliney is based in PRAIRIE VILLAGE, Kansas, working with WESTWARD INVESTMENT ADVISORY, LLC. Their office serves clients in the PRAIRIE VILLAGE metropolitan area and surrounding communities.
How does Casey Patrick Mcliney charge for services?
Casey Patrick Mcliney's firm is compensated through percentage of aum, hourly charges, subscription fees, other: consulting services for fee for service basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTWARD INVESTMENT ADVISORY, LLC?
WESTWARD INVESTMENT ADVISORY, LLC has approximately 5 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WESTWARD INVESTMENT ADVISORY, LLC

James Michael Holcomb
PRAIRIE VILLAGE, KS

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