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Kimberli Jean Casner

VICUS CAPITAL, INC.·STATE COLLEGE, Pennsylvania
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476 ROLLING RIDGE DRIVE, STATE COLLEGE, PA 16801CRD# 4887751Firm CRD# 116021
01

About

Kimberli Jean Casner is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with VICUS CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
VICUS CAPITAL, INC.
VICUS CAPITAL, INC.
AUM
$2.3B
Regulatory assets under management
Employees
87
Total firm employees
View all advisors at VICUS CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
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
Regulatory
SEC/IARD CRD# 4887751
Firm CRD# 116021
1 disclosure on file
View on FINRA BrokerCheck →

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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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Other advisors in STATE COLLEGE
Jamie Lee Felker — ABUNDANCE WEALTH COUNSELORS, LLCCheryl Lynn Bartram — ABUNDANCE WEALTH COUNSELORS, LLCJohn James Schaffer — ABUNDANCE WEALTH COUNSELORS, LLCDavin Andrew Gibbins — ARIS WEALTH SERVICES INCRichard Frank Defluri — ABUNDANCE WEALTH COUNSELORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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