CR
CFP
CR
CFP

Casey Redmond

8 Years of Experience
Cedar Falls, IA

Casey Redmond is a CFP-designated registered investment advisor at Ignite Financial, based in Cedar Falls, IA, with 8 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management

Ignite Financial combines investment management with ongoing financial planning for a flat annual fee, ranging from $1,800 to $20,000, paid quarterly. The fee depends on the complexity of your financial situation.

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Location

2616 Orchard Dr Ste C1, Cedar Falls, IA, 50613

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Ignite Financial
February 2023 - Present · 3 yrs 2 mos
Previous Registrations
Ignite Financial
November 2022 - December 2022 · 1 mo
Peeling Back Layers
April 2017 - December 2022 · 5 yrs 8 mos
State Registrations1 state
IA
Advisor

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.

Exams
No exam information available for this advisor.
Casey Redmond - Financial Advisor | TrueAdvisor