Casey Edward O'leary
Investment adviser representative at Packerland Brokerage Services, Inc.
12 yearsExperience
10 statesRegistered in
$1.4BFirm assets
14 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Packerland Brokerage Services, Inc.May 2019 to now
- Trinity Wealth Mangement LLCSep 2014 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 10 states (AZ, FL, IL, KS, ME, MO, ND, NV, TX, WI).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 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
- 4680454
- Firm CRD
- 37031