Kasey L. Styrna
Professional summary
Kasey Lynn Styrna, who also goes by Kasey Lynn Campbell, is a registered financial advisor currently at PLANTE MORAN FINANCIAL ADVISORS located in Chicago, Illinois and PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan.
Kasey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Kasey has worked at 6 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 24, Series 14, Series 4, Series 53, Series 23, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
PLANTE MORAN FINANCIAL ADVISORS - Registered Investment Advisory firm
Version Date: Fri Mar 01 2024Plante Moran Financial Advisors, LLC (“PMFA”) is registered with the SEC as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
Fees and Costs:
Annual fees for advisory services are assessed quarterly in arrears, tiered and based upon a percentage of the average daily balance of the fair market value of the assets being advised. There are minimum fees that apply to Client relationships. Paying minimum fees will result in a fee percentage greater than the published fee schedule.
The more assets there are in your advisory account, the more you will pay in fees, and the firm has an incentive to encourage you to increase the assets in your account.
Where it is determined to be applicable, fixed-fee arrangements are available. Exceptions to the published fee schedule will be considered on an individual case basis. Additional details are located in our ADV which was provided to you.
You will pay fees and costs whether you make or lose money on your investments. Fees and costs will reduce any amount of money you make on your investment over time. Please make sure you understand fees and costs you are paying.
Questions to ask your Professional:
- Help me understand how these fees and costs might affect my investment. If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
Conflicts of Interest:
When we act as your investment adviser, we have to act in your best interest and not put our interest ahead of yours. At the same time, the way we make money creates some conflicts with your interests. You should understand and ask us about these conflicts because they can affect the investment advice we provide you. Here are some examples to help you understand what this means:
We have an affiliated broker-dealer which provides insurance products, which creates a conflict for us if you purchase insurance through our affiliate. We also are affiliated with a trust bank. Engaging their services also presents a potential conflict of interest.
Although we do not sell proprietary products, receive incentive compensation or revenue sharing for recommending third-party products or receive income from proprietary trading, we may receive benefits from custodians that we recommend, such as compliance tools and reimbursement for attendance at sponsored events. Additional information can be found in our ADV.
Questions to ask your Professional:
- How might your conflicts of interest affect me, and how will you address them?
How do your financial professionals make money?
professionals make money? Our professionals are paid a base salary with a performance based bonus. They do not receive differential compensation based on the products sold or product sales commissions.
Certified licenses
Experience
November 27, 2013 - Present
PLANTE MORAN FINANCIAL ADVISORS
Office #1: 10 S Riverside Plaza Suite 1600, Chicago, IL 60606November 18, 2013 - Present
PLANTE MORAN INSURANCE AGENCY
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075August 11, 2010 - November 15, 2013
CHARLES SCHWAB & CO., INC.
July 24, 2006 - November 15, 2013
CHARLES SCHWAB & CO., INC.
February 24, 2005 - July 10, 2006
QUESTAR CAPITAL CORPORATION
March 11, 2004 - January 11, 2005
CHARLES SCHWAB & CO., INC.
September 17, 2003 - March 12, 2004
NATCITY INVESTMENTS, INC.
October 14, 2002 - August 13, 2003
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 26, 2000 - March 28, 2001
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
PLANTE MORAN FINANCIAL ADVISORS
CRD#: 112158 / SEC#: 801-44058
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/22/2017)
(11/18/2013)
(11/27/2013)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
PLANTE MORAN FINANCIAL ADVISORS
CRD#: 112158 / SEC#: 801-44058
Contact information
SEC notice filing (32 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 18,119 |
| AUM (Assets Under Management) | $ 23,152,747,360 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 01/27/2025 | ||
| 10/23/2023 | ||
| 01/17/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
