Casey Thomas Marshall

Current Employers

Employment History

• 03/2014 → 05/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2014 → 12/2018
  Northwestern Mutual Investment Services Llc
  Nashville, TN
• 03/2016 → 05/2021
  Northwestern Mutual Wealth Management Company
  Milwuakee, WI
• 01/2019 → 05/2021
  Northwestern Mutual Investment Services, Llc
  Hoover, AL
• 05/2021 → Present
  Rfg Advisory, Llc Dba Willow Private Wealth
  Vestavia Hills, AL
• 06/2021 → Present
  Private Client Services
  Birmingham, AL

Other Businesses

1) Ash Brokerage - Insurance. 888 S Harrison St, Suite 900, Ft Wayne, IN 46802/PO Box 2572, Ft Wayne, IN 46801. Insurance Agent. 80 hrs/mo; 80 during trading hrs. 2) Casey Marshall LLC. 1004 Columbia Circle, Birmingham, AL 35242. Owner/Sole proprietor- income legal entity. 80 hrs/mo; 80 during trading hrs. 3) Dixon Wells Insurance Brokerage Firm. 2871 Acton Road, Suite 150, Birmingham, AL 35243. Insurance brokerage firm. Insurance agent. 80 hrs/mo; 80 during trading hrs. 4) RFG Advisory ,LLC. 1400 Urban Center Drive, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 5) The Palmer Agency - Insurance. 1849 Clairmont Road, Decatur, GA 30033. Insurance. Insurance Agent. 80 hrs/mo; 80 during trading hrs. 6) Willow Private Wealth. 1400 Urban Center Drive, Suite 475, Vestavia Hills, AL 35242. Willow Private Wealth - DBA for Brokerage, advisory and insurance business. 80 hrs/mo; 80 during trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-21
• S63 Uniform Securities Agent State Law Examination
  2015-06-08

Designations

Other Names

• Casey Thomas Marshall