Financial Advisor

Christopher Casey

I am committed to providing my clients with the guidance and consistent service needed in developing, implementing, and maintaining a comprehensive business and individual strategy.

Check the background of this investment professional on FINRA BrokerCheck.

Phone:
(952)-888-2772
Fax:
(952)-888-6253
Cell:
(952)-334-6482
States Insurance Licensed:
FL, MN, VA

In the pursuit of your financial goals, it’s important to identify priorities, understand your options, and implement a strategy. As I evaluate your current situation and needs, I can help you make informed decisions regarding your financial future and that of your family and your business. I can also coordinate with your attorneys, accountants and other professional advisors to help you develop a comprehensive financial plan that is personalized and just right for you.

Life is unpredictable, and changes, both good and bad, happen to everyone. My services encompass a solid financial foundation on which families can build on regardless of what stages of life they are in. With over 10 years of experience in the financial services industry, I feel very fortunate that my clients have put their trust in me to assist them in making important financial decisions and I am often one of the first people they call when changes happen. I strive to give people confidence in knowing that they are prepared for whatever might happen.

Work Experience

Mutual of Omaha
Financial Advisor
Since 2006
1700 West 82nd Street, Suite 160
Bloomington, MN 55431

Best Buy
Senior Tax Consultant
January 2003 - December 2006

KPMG
Senior Tax Accountant
January 2000 - December 2003




Education

University of Wisconsin - LaCrosse
Bachelor of Applied Science
Accounting
Graduated 1999

Products I Offer

Learning Center

Highlighted Material

Retire with Confidence

Read the transcript

Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

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Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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News & Updates

Our History

Listening to our customers for more than 100 years

The key to our longevity is simple.

You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.

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