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Casey J. Berrall

Helping clients realize their financial dreams and afford them the time to enjoy their passions.

Wells Fargo Clearing Services, LLC

Waukesha

WI

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wells Fargo Clearing Services, LLC 3 years, 5 months Nov 2016 - Present
Wells Fargo Advisors LLC 7 years, 6 months May 2009 - Nov 2016

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • Investment Management Consultants Association
    Membership
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
  • Registered Financial Planners Institute
    Membership
    Registered Financial Planners Institute
    Formed in 1983, the Registered Financial Planners Institute ® has grown into a worldwide membership organization with thousands of members who use the established RFPI ® designations to help them distinguish themselves in the pool of those who call themselves "financial advisers".
  • Certified Investment Management Analyst
    Designation
    Certified Investment Management Analyst
    This designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.

Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 27, 2020
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 27, 2020
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Feb. 29, 2020
    • $232.0M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 300
      number of clients
    • $773.3K
      Estimated Average Account Balance Per Client

Wells Fargo Clearing Services, LLC

Last updated on March 11, 2020
    • $433.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1M
      Accounts
    • $302.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements