Keenan Dean Casey
Investment Adviser Representative at Boldin Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Keenan Dean Casey is an investment adviser representative in Clarkston, MI, currently registered with CORE Planning and Boldin Advisors. They have worked in the securities industry since 2016 and have been registered with 6 firms, including Facet and Alpers Financial Planning, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Michigan, Missouri, and Texas.
Registrations & licenses
- Investment adviser:
- Michigan, Missouri, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- USAA Financial Advisors, Inc.Aug 2016 – Aug 2019Colorado Springs, CO
- USAA Financial Planning ServicesAug 2016 – Sep 2019Colorado Springs, CO
- USAA Investment Management CompanyJan 2018 – Sep 2019Colorado Springs, CO
- USAAAug 2016 – Aug 2019Colorado Springs, CO
- Alpers Financial PlanningSep 2019 – May 2021Colorado Springs, CO
- Facet WealthMay 2021 – Oct 2024Baltimore, MD
- Core Planning, LLC DBA Summit Ridge WealthNov 2024 – no end date reportedSt. Louis, MO
- NewRetirement Advisors LLC DBA Boldin AdvisorsSep 2025 – no end date reportedClarkston, MI
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Boldin Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Mill Valley, CA
- SEC file number:
- 801-132987
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keenan Dean Casey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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