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Sean Patrick Casey

PRIMEVEST FINANCIAL SERVICES, INC.·ST CLOUD, Minnesota
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400 FIRST ST SOUTH STE 300, ST CLOUD, MN 56301-3600CRD# 2156290Firm CRD# 15340
01

About

Sean Patrick Casey is a registered financial advisor based in ST CLOUD, Minnesota, affiliated with PRIMEVEST FINANCIAL SERVICES, INC.. 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
CETERA INVESTMENT SERVICES LLC
CETERA INVESTMENT SERVICES LLC
AUM
$1.2B
Regulatory assets under management
Employees
718
Total firm employees
View all advisors at CETERA INVESTMENT SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2156290
Firm CRD# 15340
3 disclosures on file
View on FINRA BrokerCheck →

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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 in ST CLOUD
Ladonna Jean Dillon — PRIMEVEST FINANCIAL SERVICES, INC.Mary Frances Schott — CETERA ADVISORS LLCChristopher Jon Reinholz — PRIMEVEST FINANCIAL SERVICES, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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