Casey Stevenson
Investment adviser representative at Axim Planning & Wealth
12 yearsExperience
1 stateRegistered in
$127.2MFirm assets
4 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
Experience
12 years in the industry.
- Axim Planning & WealthAug 2024 to now
- Hedgeit, LLCJan 2023 to now
- Wells Fargo Advisors Financial Network, LLCMar 2023 to May 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2023
- Wells Fargo Advisors, LLCApr 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Axim Planning & Wealth
Legal name: Axim Wealth Management LLC
$127.2MAssets managed
287Clients
1Advisers
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
- 6331290
- Firm CRD
- 319618