Casey Elizabeth Witters
Investment adviser representative at Optimize Financial Inc.
13 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$221.7MFirm assets
Are you Casey Elizabeth Witters? Claim your profile
Contact this firm
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
Experience
13 years in the industry.
- Optimize Financial Inc.Oct 2021 to now
- Wells Fargo Advisors Financial Network, LLCJul 2018 to Oct 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2018
- Wells Fargo Advisors, LLCAug 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 5 states (CA, CO, FL, IA, TX).
Optimize Financial Inc.
$221.7MAssets managed
100Clients
3Advisers
4 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
- 6240251
- Firm CRD
- 315963