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William Robert Casey

ACCESS INVESTMENT ADVISORS INC·MANITOWOC, Wisconsin
Series 3, Series 7, Series 24, Series 63, Series 65Clean record31 years registeredACCESS INVESTMENT ADVISORS INC
4400 CALUMET AVE., MANITOWOC, WI 54220-4624CRD# 1094418Firm CRD# 109006

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Robert Casey · MANITOWOC, WI
Registration
CRD #1094418 · ACCESS INVESTMENT ADVISORS INC · 31 years registered
Brand Profile
Not yet started
01

Career History

MERIT FINANCIAL ADVISORS
Mar 2024 – present
ACCESS INVESTMENT ADVISORS INC
May 1999 – Apr 2024
MANITOWOC, WI
MARATHON ADVISORS, INC
Jun 1995 – Feb 2005
MANITOWOC, WI
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · June 20, 1995
Years registered · 31
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCESS INVESTMENT ADVISORS INC
CRD 109006 · SEC 801-56436
AUM
$218M
Regulatory assets under management
Employees
4
632 client accounts
Services offered by ACCESS INVESTMENT ADVISORS INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ACCESS INVESTMENT ADVISORS INC →
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05

Frequently Asked Questions

What services does William Robert Casey offer?
William Robert Casey specializes in Financial Planning, Investment Management. Contact their office in MANITOWOC, Wisconsin for a consultation.
What are William Robert Casey's credentials?
William Robert Casey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Robert Casey located?
William Robert Casey is based in MANITOWOC, Wisconsin, working with ACCESS INVESTMENT ADVISORS INC. Their office serves clients in the MANITOWOC metropolitan area and surrounding communities.
How does William Robert Casey charge for services?
William Robert Casey's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCESS INVESTMENT ADVISORS INC?
ACCESS INVESTMENT ADVISORS INC has approximately 4 employees and manages $218M 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 Wisconsin
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Research
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