Brooks Jameson Casel

31 W 27Th Street Suite 605, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-11-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Creative Planning, Llc	Overland Park	KS	12/2021	10/2024
Liberty North High School	Liberty	MO	08/2013	05/2017
Liberty Community Center	Liberty	MO	05/2014	09/2017
Truman State University Department Of Public Safety	Kirksville	MO	08/2017	12/2017
Hy-Vee	Liberty	MO	12/2017	08/2018
Warrensburg Community Center	Warrensburg	MO	08/2018	02/2019
United States Air Force National Guard	St. Joseph	MO	02/2019	08/2024
Copper Financial Network, Llc	Lenexa	KS	10/2024	04/2025
Buttonwood Financial Group, Llc	Kansas City	MO	05/2025	09/2025
Opto Investment Management, Llc	New York	NY	09/2025	Present

12/2021 → 10/2024

Creative Planning, Llc

Overland Park, KS
08/2013 → 05/2017

Liberty North High School

Liberty, MO
05/2014 → 09/2017

Liberty Community Center

Liberty, MO
08/2017 → 12/2017

Truman State University Department Of Public Safety

Kirksville, MO
12/2017 → 08/2018

Hy-Vee

Liberty, MO
08/2018 → 02/2019

Warrensburg Community Center

Warrensburg, MO
02/2019 → 08/2024

United States Air Force National Guard

St. Joseph, MO
10/2024 → 04/2025

Copper Financial Network, Llc

Lenexa, KS
05/2025 → 09/2025

Buttonwood Financial Group, Llc

Kansas City, MO
09/2025 → Present

Opto Investment Management, Llc

New York, NY

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-12-20
S65	Uniform Investment Adviser Law Examination	2022-03-26

Other Firms