Casey holds many securities registrations, Series 6, 7, 63, 65, as well as being licensed to sell life, health, and disability insurance. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Casey has earned many professional designations, including CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter®, Chartered Financial Consultant® and Chartered Advisor in Philanthropy®. He is a member of the Million Dollar Round Table; a group representing producers in the life insurance markets.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.