Casey West (CRD# 5659491) is an Investment Advisor Representative working at Principal Securities, Inc. in Saint Peter, MN and has over 14 years of experience in the finance industry.
CRD# 1077782
Ameriprise Financial Services, LLC
CRD# 2426213
The Sherwin Group
CRD# 6873468
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| West & Mager Insurance & Financial Services | St Peter, MN | Mar 2019 - Current | 5 |
| Principal Securities Inc. | Saint Peter, MN | Mar 2016 - Current | 8 |
| Principal Life Ins Co | Minnetonka, MN | Apr 2009 - Current | 15 |
| Princor Financial Services Corp | Minnetonka, MN | Apr 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2009 |
- MN
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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