Dylan Ray Casler
Investment adviser representative at Mcdonald Partners LLC
14 yearsExperience
1 stateRegistered in
$1.3BFirm assets
21 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Mcdonald Partners, LLCJun 2026 to now
- Mai Capital Management LLCJun 2023 to Jun 2026
- Lineweaver Financial Group, Inc.Jun 2021 to Jun 2023
- Lineweaver Wealth Advisors, LLCJun 2021 to Jun 2023
- WalmartJun 2020 to Oct 2020
- Full Time StudentNov 2012 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mcdonald Partners LLC
$1.3BAssets managed
1,170Clients
24Advisers
21 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
- 7397379
- Firm CRD
- 135414