Kani Cassens
Investment adviser representative at Trunorth Advisors
14 yearsExperience
1 stateRegistered in
$300.8MFirm assets
1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Trunorth AdvisorsAug 2026 to now
- Ameriprise Financial Services, LLCFeb 2022 to Jul 2026
- J.P. Morgan Securities LLCJan 2022 to Feb 2022
- JPMorgan Chase Bank, N.A.Jan 2022 to Feb 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2022
- Wells Fargo Bank NAJul 2012 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (SC).
Trunorth Advisors
Legal name: Resolute Capital, LLC
$300.8MAssets managed
1,107Clients
13Advisers
1 yearIn 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
- 6215310
- Firm CRD
- 304558