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Casey Alexander Marx

Crown Haven Wealth Management

Carmel, IN

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Current Employers
Crown Haven Wealth Management

11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-08-28
  • IN RA
    APPROVED
    Since 2025-08-28

Branch Locations

11555 N. Meridian St. Suite 560, Carmel, IN 46032 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Crown Haven Wealth Management Llc Carmel IN 09/2019 Present
Crown Haven, Llc Carmel IN 01/2017 Present
114Th Street, Llc Carmel IN 10/2020 Present
Pine Cone Ii, Llc Carmel IN 10/2020 Present
Independent Insurance Agent/Producer Carmel IN 01/2013 01/2017
Crown Haven Wealth Management Llc Carmel IN 07/2025 Present
Casey Alexander Llc Carmel IN 06/2025 Present
  • 09/2019 → Present
    Crown Haven Wealth Management Llc
    Carmel, IN
  • 01/2017 → Present
    Crown Haven, Llc
    Carmel, IN
  • 10/2020 → Present
    114Th Street, Llc
    Carmel, IN
  • 10/2020 → Present
    Pine Cone Ii, Llc
    Carmel, IN
  • 01/2013 → 01/2017
    Independent Insurance Agent/Producer
    Carmel, IN
  • 07/2025 → Present
    Crown Haven Wealth Management Llc
    Carmel, IN
  • 06/2025 → Present
    Casey Alexander Llc
    Carmel, IN
Other Businesses

1) Crown Haven, LLC, Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Licensed Insurance Agency, Sole Owner, CEO/Manager, Independent Agent/Producer (since 01/2017); 120 hours per month, all during securities trading hours, providing management and oversight of the company and its personnel, and providing insurance sales and services; 2) Muktown Ventures, LLC, Not Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Holding Company for Crown Haven Wealth Management LLC and Crown Haven, LLC, formed 12/2022, 0 hours per month, 0 hours per month during securities trading hours; 3) 114th Street LLC, Investment Related, 11555 N. Meridian St., Carmel, IN 46032, holding company for future rental property, Sole Owner/Manager (since 10/2020), 0 hours per month, 0 hours per month during securities trading hours, passive/personal investment 4) Pine Cone II LLC, Not Investment Related,11555 N. Meridian St., Carmel, IN 46032, Business Solution Technology Company, Sole Owner/Manager (since 10/2020), 10 hours per month, all during trading hours, providing management and oversight of the company and its personnel; 5) Firther Holdings, LLC, Not Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Holding Company for Pine Cone II LLC, formed 12/2022, 0 hours per month, 0 hours per month during securities trading hours; 6) Casey Alexander LLC, Not Investment Related, 11555 N. Meridian St., Carmel, IN 46032, Consulting Media and Authorship, Member (since 06/2025), 0 hours per month, 0 hours per month during securities trading hours, providing management and oversight of the company and its personnel

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-19
  • S65 Uniform Investment Adviser Law Examination
    2025-05-19

View on SEC IAPD

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