Christine Marie Casey

Employer firm

Private Wealth Asset Management CRD 315819

$2.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• 401K ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2021 → 09/2021
  Wells Fargo Clearing Services, Llc
  Cedar Rapids, IA
• 08/1994 → 09/2021
  Wells Fargo Bank, Na
  Cedar Rapids, IA
• 09/2021 → Present
  Private Wealth Asset Management
  Omaha, NE

Previous Registrations

• 2001-11-02 → 2005-05-04
  Wells Fargo Investments, Llc
  Cedar Rapids, IA

Other Businesses

RENTAL PROPERTY, INVT RELATED, GARNAVILLO, IOWA, 100% OWNERSHIP, START DATE 4/20/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, CEDAR RAPIDS, IOWA, 100% OWNERSHIP, START DATE 4/20/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, CEDAR RAPIDS, IOWA, 100% OWNERSHIP, START DATE 4/20/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-02
• S63 Uniform Securities Agent State Law Examination
  1995-06-12

Other Names

• Christine Marie Koopman
• Christine Marie Schuety