Casey Elizabeth Fitchett
Investment adviser representative at Pine Haven Investment Counsel, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$193.4MFirm assets
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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
Experience
11 years in the industry.
- Pine Haven Investment Counsel, Inc.Jun 2022 to now
- Cornell Sc Johnson College of BusinessDec 2021 to Jun 2022
- Pintler GroupJun 2021 to Dec 2021
- TomisMar 2020 to Jun 2021
- UnemployedOct 2018 to Feb 2020
- Voyageur Brewing CompanyMay 2017 to Oct 2018
- UnemployedJan 2017 to May 2017
- Cook County Public Health and Human ServicesDec 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MA, MT).
Pine Haven Investment Counsel, Inc.
$193.4MAssets managed
84Clients
2Advisers
16 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
- 7791431
- Firm CRD
- 129365