Tracy Kasing
Investment adviser representative at Regimen Wealth, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$365.2MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Regimen Wealth, LLCJan 2026 to now
- Regimen Welath LLCApr 2023 to now
- Rose Animal HospitalMay 2022 to Apr 2023
- University of GeorgiaAug 2017 to May 2022
- River Ridge High SchoolAug 2013 to Aug 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Regimen Wealth, LLC
$365.2MAssets managed
216Clients
5Advisers
6 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
- 8209100
- Firm CRD
- 309672