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CB

Casey J. Bear

KMG FIDUCIARY PARTNERS
Birmingham, MI 48009
Some features on this profile are disabled
CRD#: 4869348
CB

Professional summary

Casey James Bear, CFP® is a registered financial advisor currently at KMG FIDUCIARY PARTNERS, LLC located in Birmingham, Michigan.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Casey has worked at 2 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Casey James Bear's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

December 13, 2022 - Present

KMG FIDUCIARY PARTNERS, LLC

Office #1: 401 South Old Woodward Suite 300, Birmingham, MI 48009
RIA
CRD#: 298331
Birmingham, MI
Past

October 8, 2010 - November 14, 2022

CRANBROOK WEALTH MANAGEMENT, LLC

RIA
CRD#: 132058
BLOOMFIELD HILLS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KF
KMG FIDUCIARY PARTNERS, LLC
BARDOT ADVISORS, LLC | KMG FIDUCIARY PARTNERS, LLC

CRD#: 298331 / SEC#: 801-113981

RIA
Registered Investment Advisory firm - (9/13/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(12/13/2022)

Exams

Current Firm

KF
KMG FIDUCIARY PARTNERS, LLC
BARDOT ADVISORS, LLC | KMG FIDUCIARY PARTNERS, LLC

CRD#: 298331 / SEC#: 801-113981

RIA
Registered Investment Advisory firm - (9/13/2018 Approved)
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Contact information

Main Address
7530 Kings Pointe Road, Toledo, OH 43617
Mailing Address
Phone number
(419) 517-8040
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR KMG FIDUCIARY PARTNERS, LLC (3/4/2025)

Regulatory assets under management

Total Number of Accounts3,849
AUM (Assets Under Management)$ 1,598,774,979

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.

Company Information

KMG FIDUCIARY PARTNERS, LLC

CRD#: 298331Birmingham, MI 48009

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