Casey Edward Cleveland
Investment adviser representative at Horst & Graben Wealth Management, LLC
24 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$920.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Horst & Graben Wealth Management, LLCJun 2018 to now
- Cgc Financial ServicesSep 2006 to Oct 2018
- Royal Alliance Associates, Inc.Oct 2002 to Dec 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Horst & Graben Wealth Management, LLC
$920.1MAssets managed
1,311Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3065319
- Firm CRD
- 297368