AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CB

Casey M. Broderick

BASECAMP WEALTH ADVISORS
EAGLE, ID 83616
Some features on this profile are disabled
CRD#: 7006185
CB
Casey Michael BroderickBASECAMP WEALTH ADVISORS

Professional summary

Casey Michael Broderick, who also goes by Casey M Broderick, is a registered financial advisor currently at BASECAMP WEALTH ADVISORS, LLC located in Eagle, Idaho.

Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Casey has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Casey M Broderick

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 Michael Broderick'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®
None

Experience

Current

July 13, 2026 - Present

BASECAMP WEALTH ADVISORS, LLC

Office #1: 339 West State Street Suite 201, Eagle, ID 83616
RIA
CRD#: 334018
EAGLE, ID
Past

September 13, 2021 - May 15, 2026

THE CAPROCK GROUP, LLC

RIA
CRD#: 124272
BOISE, ID
Past

November 19, 2018 - June 30, 2021

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Phoenix, AZ

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".
BW
BASECAMP WEALTH ADVISORS, LLC
BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA
Registered Investment Advisory firm - (2/7/2025 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
Idaho
(7/13/2026)
IAR
Washington
(7/14/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/17/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/21/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/2018
General Securities Representative Examination

Current Firm

BW
BASECAMP WEALTH ADVISORS, LLC
BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA
Registered Investment Advisory firm - (2/7/2025 Approved)
Loading...

Contact information

Main Address
10900 Ne 8th Street #1620, Bellevue, WA 98004
Mailing Address
P.o Box 40130, Bellevue, WA 98015
Phone number
(425) 553-0031
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/4/2025)

Regulatory assets under management

Total Number of Accounts187
AUM (Assets Under Management)$ 882,305,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report

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

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018Eagle, ID 83616

TRUST BUT VERIFY

Monitor Casey Broderick

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Chris Mitchell Crosby
Chris CrosbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Boise, ID
Kendell Wesley Frye
Kendell FryeAdvisorCheck Check Mark
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
IAR
Meridian, ID
Jesse Lane Woods
Jesse WoodsAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
MERIDIAN, ID
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.