Unclaimed Profile

Kimberli Jean Casner

VICUS CAPITAL, INC.·STATE COLLEGE, Pennsylvania

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record15 years registeredVICUS CAPITAL, INC.

476 ROLLING RIDGE DRIVE, STATE COLLEGE, PA 16801CRD# 4887751Firm CRD# 116021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberli Jean Casner · STATE COLLEGE, PA

Registration

CRD #4887751 · VICUS CAPITAL, INC. · 15 years registered

Brand Profile

Not yet started

Career History

VICUS CAPITAL, INC.

Nov 2010 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · November 3, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

VICUS CAPITAL, INC.

CRD 116021 · SEC 801-60628

AUM

$2.3B

Regulatory assets under management

Employees

8,430 client accounts

Services offered by VICUS CAPITAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

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 VICUS CAPITAL, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberli Jean Casner offer?

Kimberli Jean Casner specializes in Financial Planning, Investment Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.

What are Kimberli Jean Casner's credentials?

Kimberli Jean Casner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kimberli Jean Casner located?

Kimberli Jean Casner is based in STATE COLLEGE, Pennsylvania, working with VICUS CAPITAL, INC.. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.

How does Kimberli Jean Casner charge for services?

Kimberli Jean Casner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VICUS CAPITAL, INC.?

VICUS CAPITAL, INC. has approximately 87 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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