Kimberli Jean Casner

Current Employers

Employment History

• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2010 → Present
  Vicus Capital, Inc. (Formerly Pfg Financial Advisors)
  State College, PA

Other Businesses

1. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 2001, 40HRS/WK (32.5 TRADING HOURS), CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR REPRESENTATIVE; 2. GENERAL COUNSEL FOR PFG, NOT INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, ATTORNEY, START 2004, VARIOUS HRS/WK, GENERAL COUNSEL; 3. PARTNERS FINANCIAL GROUP / MGA DBA PFG WEALTH SERVICES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA FOR FINANCIAL SERVICES, START 2004, 40-60HRS/WK (32.5 TRADING HOURS), SENIOR VICE PRESIDENT AND GENERAL COUNSEL; 4. NAME OF OTHER BUSINESS: ST. JOHN'S LUTHERAN CHURCH - TYRONE, PA; INVESTMENT RELATED: NO; ADDRESS: 548 STEVENS HILL ROAD, TYRONE, PA 16686; NATURE OF BUSINESS: FINANCE COMMITTEE; START DATE: 10/09/2016; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: FINANCE COMMITTEE MEMBER.

Exams

• S66 Uniform Combined State Law Examination
  2006-06-27

Other Names

• Kimberli Jean Fleck