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James Richard Casey

NORTH AMERICAN WEALTH ADVISORS INC.·JORDAN, Minnesota
Clean recordNORTH AMERICAN WEALTH ADVISORS INC.
224 WATER STREET, JORDAN, MN 55352CRD# 2183077Firm CRD# 297057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Richard Casey · JORDAN, MN
Registration
CRD #2183077 · NORTH AMERICAN WEALTH ADVISORS INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Richard Casey is a registered financial advisor based in JORDAN, Minnesota, affiliated with NORTH AMERICAN WEALTH ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
NORTH AMERICAN WEALTH ADVISORS INC.
NORTH AMERICAN WEALTH ADVISORS INC.
AUM
$182M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at NORTH AMERICAN WEALTH ADVISORS INC. →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2183077
Firm CRD# 297057
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Richard Casey offer?
James Richard Casey specializes in Investment Management, Fee-Only Advisory. Contact their office in JORDAN, Minnesota for a consultation.
What are James Richard Casey's credentials?
James Richard Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Richard Casey located?
James Richard Casey is based in JORDAN, Minnesota, working with NORTH AMERICAN WEALTH ADVISORS INC.. Their office serves clients in the JORDAN metropolitan area and surrounding communities.
How does James Richard Casey charge for services?
James Richard Casey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH AMERICAN WEALTH ADVISORS INC.?
NORTH AMERICAN WEALTH ADVISORS INC. has approximately 2 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)
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Research
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