4105 Lexington Avenue N., Suite 225, Arden Hills, MN, 55126
Get directionsNo 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 →Casey works as a compliance officer for Gradient Advisors, LLC, dedicating full-time hours to compliance-related activities. Casey also works as an accountant/CPA for T.A.B.C. Associates, spending about 10-20% of their time on bookkeeping, data entry, and tax reporting.