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Casey Treen

Cambridge Investment Research Advisors, Inc.

North Olmsted, OH

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Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-08-14
  • OH RA
    APPROVED
    Since 2026-08-14

Branch Locations

29691 Lorain Road, North Olmsted, OH 44070 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Richfield OH 12/2014 02/2021
Charles Schwab Bank Richfield OH 12/2014 02/2021
Affinity Financial Advisors Lawrence KS 02/2021 02/2022
James Phillips Pa Dba Phillips Financial Advisors Akron OH 02/2021 02/2022
Fidelity Investments Fairlawn OH 02/2022 07/2026
Fidelity Investments Boston MA 03/2025 07/2026
Cambridge Investment Research, Inc. Fairfield IA 08/2026 Present
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2026 Present
  • 12/2014 → 02/2021
    Charles Schwab & Co., Inc.
    Richfield, OH
  • 12/2014 → 02/2021
    Charles Schwab Bank
    Richfield, OH
  • 02/2021 → 02/2022
    Affinity Financial Advisors
    Lawrence, KS
  • 02/2021 → 02/2022
    James Phillips Pa Dba Phillips Financial Advisors
    Akron, OH
  • 02/2022 → 07/2026
    Fidelity Investments
    Fairlawn, OH
  • 03/2025 → 07/2026
    Fidelity Investments
    Boston, MA
  • 08/2026 → Present
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 08/2026 → Present
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
Previous Registrations
  • 2025-03-31 → 2026-07-13
    Strategic Advisers Llc
    Fairlawn, OH
    Akron, OH
    Boston, MA
  • 2022-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairlawn, OH
  • 2021-02-18 → 2022-02-28
    Affinity Financial Advisors
    Akron, OH
    Lawrence, KS
  • 2015-09-10 → 2021-03-04
    Charles Schwab & Co., Inc.
    Richfield, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-04
  • S66 Uniform Combined State Law Examination
    2015-09-04
Other Names
  • Casey M Treen
  • Casey Treen

View on SEC IAPD

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OSAIC WEALTH, INC.
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Other Investors

AMEER SCOTT RICHARDSON
Karim Shady
EMILY KATE ERGUN
IRIS JANINE KESSLER
JAMES JOHN LEIKEN
GORDON A NETSCHKE
VINCENT ANTHONY MARS
TODD HENRY SIMON

Other Offices

FIFTH THIRD SECURITIES, INC. · NORTH OLMSTED, OH
KEY INVESTMENT SERVICES LLC · NORTH OLMSTED, OH
ALLSTATE FINANCIAL ADVISORS, LLC · North Olmsted, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · North Olmsted, OH
PNC WEALTH MANAGEMENT LLC · N. OLMSTED, OH
EDWARD JONES · NORTH OLMSTED, OH
EDWARD JONES · NORTH OLMSTED, OH
OSAIC WEALTH, INC. · NORTH OLMSTED, OH

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