Grace Anne Mccasland

Current Employers

Employment History

• 05/2021 → 01/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 03/2024 → Present
  49 Financial
  Bentonville, AR
• 08/2017 → 05/2021
  University Of Arkansas
  Fayetteville, AR
• 06/2020 → 07/2020
  Prism Education Center
  Fayetteville, AR
• 06/2019 → 07/2019
  Kanakuk Kamps
  Branson, MO
• 03/2017 → 07/2017
  Sonic Drive In
  North Heber Springs, AR
• 04/2011 → 03/2017
  Heber Springs School District
  Heber Springs, AR
• 08/2024 → Present
  Oakwood Capital Securities, Inc.
  Minneapolis, MN

Other Businesses

1) 49 Financial; Fixed Insurance; Investment Related; 5001 Founders Dr Suite 100, Rogers, AR 72758; Duties: sale of insurance products in the context of financial planning for clients; Title - Insurance Agent; Start - 5/24/2021; 60 Hrs/Mth; 40 During Securities Trading Hrs 20 Outside Trading Hours. 2) 49 Wealth Management, LLC; Registered Investment Adviser; Investment Advisor Representative ; Investment Related; 5001 Founders Dr Suite 100, Rogers, AR 72758; 5/24/2021; 160 hrs/mo; 40 hrs during trading; Comprehensive financial planning; gives advice to clients 3) Walton Enterprises Inc.; Nanny; Non-investment related; P.O. BOX 1860. Bentonville, Arkansas 72712-1860; since 8/1/2023; 2 hours per month after business hours; nanny for high profile family 1-3 times per year 4) Oakwood Capital Securities; investment related; 5001 W Founders Way Suite L10 Rogers AR 72758; Registered Representative; utilizing broker dealer to implement strategies as it relates to clients needs for their financial plan; Start date: 2024-08; 100 Hours per month during trading hours; 50 Hours per month outside trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-15
• S63 Uniform Securities Agent State Law Examination
  2021-03-14

Other Names

• Grace Mccasland
• Grace Anne Lehfeldt
• Grace Anne Mccasland