Casey Robert Collins
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCJul 2021 to now
- The Financial Executive Networking Group (the Feng)Sep 2020 to Jul 2021
- Rotary After Hours MadisonSep 2019 to Jul 2021
- Ashbury Mid Town Homeowners AssociationDec 2015 to Aug 2020
- Madison Area Tip ClubAug 2015 to Jul 2021
- Wisconsin Deca/dept of Public InstructionMar 2015 to Jul 2021
- Powerbuy 4 Your LLCOct 2014 to Jun 2020
- Drive To the OceanSep 2014 to Jul 2021
- Various Insurance Carriers for W&r Insurance AgenciesJun 2013 to Jul 2021
- Waddell & Reed IncJun 2013 to Jul 2021
- Tlb MusicMay 2013 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6040409
- Firm CRD
- 6413