Casey Dewayne Kotter

Current Employers

Employment History

• 03/2013 → Present
  Osaic Wealth, Inc.
  Salt Lake City, UT

Previous Registrations

• 2005-01-26 → 2013-04-01
  Osaic Fa, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
  Portland, OR
  Salt Lake City, UT
  Salt Lake City, UT
  Portland, OR

Other Businesses

1. INTEGRATED FINANCIAL GROUP POSITION: PARTNER/CFO NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 150 START DATE: 04/01/2013 ADDRESS: 3115 E LION LANE, SUITE 310, SALT LAKE CITY UT 84121 DESCRIPTION: FINANCIAL PLANNINGINVESTMENT PLANNING 2. CASEY KOTTER POSITION: Owner NATURE: Rental Properties (2) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2014 ADDRESS: 698 W Chapel Ridge Drive, South Jordan UT 84020, United States DESCRIPTION: Manage two rentals I own 3. INTEGRATED 106 POSITION: Member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/27/2017 ADDRESS: 10610 South Jordan Gateway, Suite 210, Salt Lake City UT 84095, United States DESCRIPTION: Meet and make property decisions 4. INTEGRATED FINANCIAL GROUP POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 04/01/2013 ADDRESS: 10610 South Jordan Gateway, Suite 210, Salt Lake City UT 84095, United States DESCRIPTION: Fixed Insurance 5. KOTTER PSYCHOLOGICAL SERVICES POSITION: Other - Employee NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2010 ADDRESS: 968 W Chapel Ridge Drive, South Jordan UT 84095, United States DESCRIPTION: Business/Marketing Planning, Budgeting, Record Keeping and tax prep for wife's psychology practice 6. PROSECCO PARADISE POSITION: Partner NATURE: Hold Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 968 Chapel Ridge Drive, South Jordan UT 84095, United States DESCRIPTION: Account 7. CASEY KOTTER, LLC POSITION: Owner NATURE: LLC used for tax purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 10610 S Jordan Gateway, South Jordan UT 84095, United States DESCRIPTION: Book keeping, run payroll 8. CA CK VENTURES POSITION: partner NATURE: Hold and lease a vehicle INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 10610 S Jordan gateway, 210, South Jordan UT 84095, United States DESCRIPTION: Check the bank account and car 9. OPUS 75 POSITION: Owner NATURE: 50% Interest in two rental townhomes INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/12/2024 ADDRESS: 968 W Chapel Ridge Drive, South Jordan UT 84095, United States DESCRIPTION: Very Little, but, if something comes up I have to deal with. 10. RYDER KILFOIL SETTLEMENT TRUST POSITION: Trustee NATURE: Trustee for friends, child's distribution settlement trust INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2025 ADDRESS: 10610 South Jordan Gateway, SUITE 210, SOUTH JORDAN UT 84095, United States DESCRIPTION: Distribute funds from a fixed annuity to child as directed in the trust. Note, I am not the representative on the annuity and neither is the child or parents a client. 11. KKCT HELENA, LLC POSITION: Partner NATURE: Hold a minority interest in a Multifamily commercial real estate project in Helena MT INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/23/2025 ADDRESS: 968 W Chapel Ridge Drive, SUITE 210, South Jordan UT 84095-7839, United States DESCRIPTION: No Formal Duties

Exams

• S66 Uniform Combined State Law Examination
  2005-01-25

Designations