Brian Casebeer
Managing Director at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
19 years
Number of Clients
210
Average Client Size
$850,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I think about their strategy long after our meetings end. I consistently try to come up with ways to make improvements and take the responsibility of guiding their financial life seriously.
Clientele
Services Provided
Estate Planning Strategies
Retirement Planning
Investment Planning
Investment Management
Specialties and Expertise
Credentials and Designations
Certified Private Wealth Advisor®
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Certified Investment Management Analyst®
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Accredited Asset Management Specialist®
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Pricing Models
Education
University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor®
Obtained in 2015
University of Pennsylvania Wharton Scholl of Business Executive Education
Certified Investment Management Analyst®
Obtained in 2014
Washburn University
B.B.A.
Obtained in 2001
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested