Keenan Casey is a CFP-designated registered investment advisor at Boldin Advisors, based in Clarkston, MI, with 9 years of industry experience. Keenan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors offers ongoing financial planning engagements for up to $6,000 annually. The fee may be negotiable based on the scope and complexity of services.
Boldin Advisors offers fixed financial planning engagements for up to $6,000. The fee may be negotiable based on the nature and complexity of the services.
Location
Clarkston, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Boldin Advisors
Core Planning
Previous Registrations
Facet
Alpers Financial Planning, INC.
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.