Casey August Clure
Investment adviser representative at Mariner Independent
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.3BFirm 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
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Mariner IndependentApr 2026 to now
- Mariner Platform SolutionsApr 2026 to now
- Agt Cpas & AdvisorsSep 2024 to now
- Uc Berkeley ExtensionJan 2022 to now
- Choreo, LLCJan 2023 to Apr 2024
- Enso Wealth ManagementDec 2018 to Jan 2023
- Edward JonesNov 2012 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mariner Independent
Legal name: Mariner Platform Solutions, LLC
$7.3BAssets managed
4,307Clients
120Advisers
7 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
- 6137505
- Firm CRD
- 305418