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Sean Patrick Casey

PRIMEVEST FINANCIAL SERVICES, INC.·ST CLOUD, Minnesota
SIE, Series 6, Series 7TO, Series 24, Series 26, Series 63, Series 66Clean record22 years registeredPRIMEVEST FINANCIAL SERVICES, INC.
400 FIRST ST SOUTH STE 300, ST CLOUD, MN 56301-3600CRD# 2156290Firm CRD# 15340

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sean Patrick Casey · ST CLOUD, MN
Registration
CRD #2156290 · PRIMEVEST FINANCIAL SERVICES, INC. · 22 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Jan 2022 – present
CETERA INVESTMENT SERVICES LLC
Jan 2004 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 24
Series 26
Series 63
Series 66
Registration record
First registered · January 29, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CETERA INVESTMENT SERVICES LLC
CRD 15340 · SEC 801-45573
AUM
$1.2B
Regulatory assets under management
Employees
718
5,540 client accounts
Services offered by CETERA INVESTMENT SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CETERA INVESTMENT SERVICES LLC →
Introduction

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05

Frequently Asked Questions

What services does Sean Patrick Casey offer?
Sean Patrick Casey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST CLOUD, Minnesota for a consultation.
What are Sean Patrick Casey's credentials?
Sean Patrick Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sean Patrick Casey located?
Sean Patrick Casey is based in ST CLOUD, Minnesota, working with PRIMEVEST FINANCIAL SERVICES, INC.. Their office serves clients in the ST CLOUD metropolitan area and surrounding communities.
How does Sean Patrick Casey charge for services?
Sean Patrick Casey'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 PRIMEVEST FINANCIAL SERVICES, INC.?
PRIMEVEST FINANCIAL SERVICES, INC. has approximately 718 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRIMEVEST FINANCIAL SERVICES, INC.

Christopher Jon Reinholz
ST CLOUD, MN

More Advisors in ST CLOUD, Minnesota

Mary Frances Schott
CETERA ADVISORS LLC·ST CLOUD, MN

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