Casey Patrick Quinn

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2011 → 03/2022
  Valic Financial Advisors, Inc.
  Auburn Hills, MI
• 03/2022 → Present
  Wealth Strategies Financial Group
  Southfield, MI
• 03/2022 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 03/2022 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Southfield, MI
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2022-03-24 → 2023-08-10
  Securian Financial Services, Inc.
  Southfield, MI
  St. Paul, MN
• 2011-10-21 → 2022-03-16
  Valic Financial Advisors, Inc.
  Novi, MI
• 2007-09-06 → 2010-06-07
  Edward Jones
  Canton, MI
  Hartland, MI
  St Louis, MO
  Canton, MI
  Brighton, MI

Other Businesses

WEALTH STRATEGIES FINANCIAL GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/02/2022 ADDRESS: 20750 Civic Center Dr, Suite 590, Southfield MI 48076, United States DESCRIPTION: Fixed Insurance Sales NAME OF OTHER BUSINESS: WEALTH STRATEGIES FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2006-05-30

Other Names

• Casey Patrick Quinn
• Casey Quinn