Casey Cason
Investment adviser representative at Brookwood Investment Group
13 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 yearsFirm in business
Are you Casey Cason? 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 assetsHourlyFixed or flat fee
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
13 years in the industry.
- Tactive Advisors, LLCDec 2025 to now
- Brookwood Investment GroupMar 2024 to now
- Redwood Private Wealth LLCJul 2021 to Mar 2024
- World Equity GroupJul 2019 to Aug 2021
- Triumph Wealth Advisors, Inc.Jun 2019 to Jul 2021
- Woodbury Financial Services, Inc.Mar 2019 to Jul 2021
- Cason Financial Group, Inc.Sep 2017 to Jul 2024
- Questar Asset ManagementSep 2017 to Mar 2019
- Questar Capital CorporationSep 2017 to Mar 2019
- Gradient Securities LLCNov 2016 to Sep 2017
- Cue Financial Group IncOct 2013 to Nov 2016
- Foothills Securities, Inc.Oct 2013 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 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
- 4637180
- Firm CRD
- 316544