Grace Anne Mccasland
Professional Summary
Grace Anne Mccasland, who also goes by Grace Anne Lehfeldt, Grace Mccasland, is a registered financial advisor currently at 49 FINANCIAL located in Rogers, Arkansas and OAKWOOD CAPITAL SECURITIES, INC. located in Rogers, Arkansas. Grace is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Grace has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Grace Anne Mccasland, Grace Anne Lehfeldt, Grace Mccasland
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
Disclosures on record.
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.
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
Current Firm
49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746Phone Number
(512) 241-7341# of Employees
167SEC notice filing (40 States and Territories)
Registered to provide investment advisory services in 40 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,257AUM (Assets Under Management)
$1,402,973,572Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/28/2026 | Cover Page | Report |
| 11/26/2025 | Cover Page | Report |
| 02/25/2025 | Cover Page | Report |
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
Primary Firm SEC Registration
49 FINANCIAL | GLADIATOR ADVISORS, LLC | 49 WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(3/15/2024)
(10/9/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed May 2021About the Series 6TO examSRO Registrations
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CRS (Client Relationship Summary) - RIA
Click below to view Grace Anne Mccasland's CRS (Customer Relationship Summary).
Similar Advisors
LAUGHNA FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC