KC
Keenan D. Casey
CORE PLANNING
Clarkston, MI
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CRD#: 5933016
KC
Professional summary
Keenan Dean Casey, CFP® is a registered financial advisor currently at CORE PLANNING located in Clarkston, Michigan and BOLDIN ADVISORS located in Clarkston, Michigan.
Keenan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Keenan has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
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.
1) Mr. Casey is dually registered as an investment advisor representative with Core Planning, LLC DBA Summit Ridge Wealth ("Core Planning") and NewRetirement Advisors LLC DBA Boldin Advisors ("Boldin Advisors "). Mr. Casey has served as an investment advisor representative for Boldin Advisors and as an investment advisor representative for Core Planning since September 2025. Approximately 50% of Mr. Casey's time is for services as an investment advisor representative with Core Planning and the balance is for services through Boldin Advisors.
CRS (Client Relationship Summary) - RIA
Click below to view Keenan Dean Casey's 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®
Start date: 2019
Experience
Current
November 27, 2024 - Present
CORE PLANNING
RIA
CRD#: 154660
Clarkston, MI
Current
October 6, 2025 - Present
BOLDIN ADVISORS
RIA
CRD#: 294881
CLARKSTON, MI
Past
June 4, 2021 - October 31, 2024
FACET
RIA
CRD#: 285961
Clarkston, MI
Past
September 23, 2019 - May 20, 2021
THREE POINTS FINANCIAL, INC.
RIA
CRD#: 132897
COLORADO SPRINGS, CO
Past
January 8, 2018 - August 22, 2019
USAA INVESTMENT SERVICES COMPANY
RIA
CRD#: 5475
SAN ANTONIO, TX
Past
June 30, 2017 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
RIA
CRD#: 106352
COLORADO SPRINGS, CO
Past
September 29, 2016 - August 22, 2019
USAA FINANCIAL ADVISORS, INC.
BD
CRD#: 129035
COLORADO SPRINGS, CO
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".
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)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(3/26/2025)
IAR
Missouri(11/27/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CORE PLANNING
AD ASTRA | ST. LOUIS PRIVATE ADVISORS | SAVOR FINANCIAL | PINK THREAD | PENN GUY M. JR | H3FP | G. M. PENN WEALTH MANAGEMENT | COREALIGN | CORE PLANNING, LLC | CORE PLANNING | CORE
CRD#: 154660 / SEC#: 801-131950
RIA
Registered Investment Advisory firm - (2/13/2025 Approved)California
Registered Investment Advisory firm - (5/9/2025 Terminated)Illinois
Registered Investment Advisory firm - (4/9/2025 Terminated)Missouri
Registered Investment Advisory firm - (4/9/2025 Terminated)Oregon
Registered Investment Advisory firm - (4/9/2025 Terminated)Texas
Registered Investment Advisory firm - (4/9/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
706 N Main St, Ofallon, MO 63366
Mailing Address
Phone number
(636) 734-7507
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (29 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 121,451,500 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
