CM
Casey A. Marx
CROWN HAVEN WEALTH MANAGEMENT
Carmel, IN 46032
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CRD#: 7202166
CM
Professional summary
Casey Alexander Marx is a registered financial advisor currently at CROWN HAVEN WEALTH MANAGEMENT located in Carmel, Indiana.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Casey has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Casey Alexander Marx'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®
NoneExperience
Current
August 28, 2025 - Present
CROWN HAVEN WEALTH MANAGEMENT
Office #1: 11555 N. Meridian St. Suite 560, Carmel, IN 46032RIA
CRD#: 306691
Carmel, IN
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
Indiana(8/28/2025)
Current Firm
CH
CROWN HAVEN WEALTH MANAGEMENT
CROWN HAVEN WEALTH MANAGEMENT | CROWN HAVEN WEALTH MANAGEMENT LLC
CRD#: 306691 / SEC#:
Indiana
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Contact information
Main Address
11555 N. Meridian St. Suite 560, Carmel, IN 46032
Mailing Address
Phone number
(317) 564-4691
Established
Firm type
Fiscal year end
# of Employees
5
Red Flags
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