Casey Michael Conrad
Investment adviser representative at Ep Wealth Advisors
10 yearsExperience
2 statesRegistered in
$45.1BFirm assets
39 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Ep Wealth Advisors, LLC.Jun 2025 to now
- Infinite RaresDec 2022 to now
- Capital Group - American Funds Distributors, Inc.Apr 2022 to Jun 2025
- Pentagon Federal Credit UnionAug 2020 to Mar 2022
- Tarleton State UniversityAug 2019 to Dec 2020
- Randolph Brooks Federal Credit UnionJan 2019 to Aug 2020
- Security Service Federal Credit UnionOct 2017 to Jan 2019
- Woodforest National BankJan 2017 to Oct 2017
- Best BuyOct 2016 to Jan 2017
- Alamo CollegesJun 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 7532764
- Firm CRD
- 111147