Casey William Slemmons
Investment adviser representative at Avalan, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$621.8MFirm 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
- Seminars and workshops
Experience
18 years in the industry.
- Avalan, LLCMar 2019 to now
- Gwfs Equities Inc/great-west Life & Annuity Ins CoNov 2008 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Avalan, LLC
$621.8MAssets managed
319Clients
11Advisers
10 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
- 5613907
- Firm CRD
- 156109