Wayne Lawrence Casey

Employer firm

Casey Wealth Management, Inc. CRD 124098

$44.5M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• INVESTMENT CONSULTING

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

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

Current Employers

Employment History

• 01/2002 → Present
  Casey Wealth Management, Inc.
  Orland Park, IL
• 11/2009 → Present
  Sammons Securities Co., Llc
  Ann Arbor, MI

Other Businesses

CASEY WEALTH MANAGEMENT,INC. 15614 S. HARLEM AVE. ORLAND PARK, IL 60462INVESTMENTS (RIA). 100% OWNER/PRESIDENT. APPROXIMATELY 40 HOURS PER WEEK. INDEPENDENT AGENT WITH VARIOUS COMPANIES

Exams

• S66 Uniform Combined State Law Examination
  1999-03-17