Casey R Castor
Investment adviser representative at Robert W. Baird & Co. Incorporated
6 yearsExperience
1 stateRegistered in
$394.1BFirm assets
55 yearsFirm in business
Are you Casey R Castor? 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 assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
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
6 years in the industry.
- Robert W. Baird & Co. IncorporatedSep 2021 to now
- Wells Fargo Clearing Services, LLCMay 2021 to Sep 2021
- Wells Fargo Clearing Services, LLCNov 2019 to Apr 2021
- Wells Fargo Bank, NAJul 2015 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Robert W. Baird & Co. Incorporated
$394.1BAssets managed
241,359Clients
2,633Advisers
55 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
- 7202276
- Firm CRD
- 8158