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William Robert Casey

ACCESS INVESTMENT ADVISORS INC·MANITOWOC, Wisconsin
Clean recordACCESS 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Robert Casey is a registered financial advisor based in MANITOWOC, Wisconsin, affiliated with ACCESS INVESTMENT ADVISORS 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
Introduction

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03

Firm Overview

Firm
ACCESS INVESTMENT ADVISORS INC
ACCESS INVESTMENT ADVISORS INC
AUM
$218M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ACCESS INVESTMENT ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1094418
Firm CRD# 109006
View on FINRA BrokerCheck →

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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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Other Advisors at ACCESS INVESTMENT ADVISORS INC

Margaret Mary Stokes
MANITOWOC, WI

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
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Research
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