Casey John Robinson
Investment adviser representative at Confluence Financial Partners
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Confluence Financial PartnersAug 2026 to now
- Kestra Advisory Services, LLCMay 2026 to Aug 2026
- Kestra Investment Services, LLCMay 2026 to Aug 2026
- UnemployedJan 2026 to May 2026
- Waldron Private Wealth, LLCJun 2014 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 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
- 5649211
- Firm CRD
- 311980