Kasey M. Mcmanis
Professional summary
Kasey Michael Mcmanis, CFP®, who also goes by Kasey Mcmanis, is a registered financial advisor currently at ABACUS WEALTH PARTNERS located in Bozeman, Montana.
Kasey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kasey has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kasey Michael Mcmanis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
October 17, 2019 - Present
ABACUS WEALTH PARTNERS
July 16, 2018 - October 22, 2019
MYCIO WEALTH PARTNERS, LLC
Primary Firm SEC Registration
ABACUS WEALTH PARTNERS
CRD#: 128590 / SEC#: 801-62557
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2024)
(8/15/2023)
(8/23/2022)
(10/4/2022)
(8/23/2022)
(10/17/2019)
Current Firm
ABACUS WEALTH PARTNERS
CRD#: 128590 / SEC#: 801-62557
Contact information
SEC notice filing (39 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,866 |
| AUM (Assets Under Management) | $ 3,270,847,563 |
Red Flags
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