At Badlands Wealth Management, we provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you pursue your financial goals. Managing your portfolio involves building and overseeing a selection of investments that will aim to reach your long-term financial goals and risk tolerance.
Casey will work closely with a portfolio manager on your behalf, striving to maximize your return within an appropriate level of risk.
Casey will work closely with a portfolio manager on your behalf, striving to maximize your return within an appropriate level of risk.
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Casey is a registered financial advisor and owner of Badlands Wealth Management. Born and raised in Rhame, ND, Casey graduated with a Bachelor of Science degree from Dickinson State University in 2001. He served as a loan officer for six years prior to becoming a financial advisor in 2007 with Investment Centers of America.
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. You and your family (partner, spouse) work hard to accumulate assets over a lifetime.
Badlands Wealth Management provides the latest in financial technology to perform risk analysis and stress testing of your portfolio, helping us choose the most appropriate recommendations for your specific situation and goals. LPL Financial does not offer house-brand products, so advisors are not influenced by LPL to sell their products.
A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
Managing your finances is an important component to any financial security plan. Along with the protection offered through insurance and the goal setting provided by investment choices, money management strategies help you manage your savings on a daily basis. From mortgage payments to tax savings, we can help you manage your money as effectively as possible, given your personal situation.
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