Karey Anne Casto
Investment adviser representative at Allworth Financial, L.P.
28 yearsExperience
1 stateRegistered in
$33.6BFirm assets
19 yearsFirm in business
Are you Karey Anne Casto? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
28 years in the industry.
- Allworth Financial, L.P.Apr 2023 to now
- Aw SecuritiesApr 2023 to now
- Afa IncApr 2021 to Apr 2023
- Cetera Advisor Networks LLCJan 2013 to Apr 2023
- Mcdaniel Knutson Financial PartnersAug 1998 to Apr 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (KS).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 3113952
- Firm CRD
- 111167