Keenan Dean Casey

Current Employers

Employment History

• 08/2016 → 08/2019
  Usaa Financial Advisors, Inc.
  Colorado Springs, CO
• 08/2016 → 09/2019
  Usaa Financial Planning Services
  Colorado Springs, CO
• 01/2018 → 09/2019
  Usaa Investment Management Company
  Colorado Springs, CO
• 08/2016 → 08/2019
  Usaa
  Colorado Springs, CO
• 09/2019 → 05/2021
  Alpers Financial Planning
  Colorado Springs, CO
• 05/2021 → 10/2024
  Facet Wealth
  Baltimore, MD
• 11/2024 → Present
  Core Planning, Llc Dba Summit Ridge Wealth
  St. Louis, MO
• 09/2025 → Present
  Newretirement Advisors Llc Dba Boldin Advisors
  Clarkston, MI

Previous Registrations

• 2021-06-04 → 2024-10-31
  Facet
  West Palm Beach, FL
  Colorado Spring, CO
  Clarkston, MI
• 2019-09-23 → 2021-05-20
  Three Points Financial, Inc.
  Colorado Springs, CO
• 2018-01-08 → 2019-08-22
  Usaa Investment Services Company
  San Antonio, TX
• 2017-06-30 → 2018-01-08
  Usaa Financial Planning Services
  Colorado Springs, CO

Other Businesses

1) Mr. Casey is dually registered as an investment advisor representative with Core Planning, LLC DBA Summit Ridge Wealth ("Core Planning") and NewRetirement Advisors LLC DBA Boldin Advisors ("Boldin Advisors "). Mr. Casey has served as an investment advisor representative for Boldin Advisors and as an investment advisor representative for Core Planning since September 2025. Approximately 50% of Mr. Casey's time is for services as an investment advisor representative with Core Planning and the balance is for services through Boldin Advisors.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-27
• S63 Uniform Securities Agent State Law Examination
  2016-10-17

Designations