Brent A Caswell
Investment adviser representative at Normandy Investment Advisors
11 yearsExperience
3 statesRegistered in
$273.4MFirm assets
5 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 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
11 years in the industry.
- Normandy Investment AdvisorsOct 2021 to now
- Commonwealth Financial NetworkJul 2015 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Normandy Investment Advisors
Legal name: Summit Investment Advisors Inc
$273.4MAssets managed
300Clients
5Advisers
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
- 5753289
- Firm CRD
- 316321