Casey Michael Broderick
Investment adviser representative at Basecamp Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Basecamp Wealth Advisors, LLCMay 2026 to now
- The Caprock Group, Inc.Jun 2021 to May 2026
- Charles Schwab & CoAug 2018 to Jun 2021
- Sun Ray CafeMay 2018 to Jul 2018
- A10 CapitalMay 2017 to Jul 2018
- N/aAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (ID, WA).
Basecamp Wealth Advisors, LLC
$1.1BAssets managed
80Clients
5Advisers
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
- 7006185
- Firm CRD
- 334018