wiseradvisor

Evan  Conley
KASE Wealth Advisors

Tel: (813) 769-9915
4302 Henderson Blvd
Suite 201
Tampa, FL 33629

Making the KASE for your retirement.

KASE Wealth Advisors | Financial Advisor in Tampa ,FL

About KASE Wealth Advisors

Keith Glaser and Scott Jackson have been in the financial industry for over 19 years. Since 2009 both Keith and Scott have focused on financial and estate planning for affluent families.

Our parent company,JW Cole, is a full service RIA and Broker/Dealer. We have our investment platform with Fidelity Investments. Clients benefit from our small size and flexibility by having access to proprietary growth models, open investment platforms, and a customized Financial Wealth Plan.

We help our clients with financial planning, estate planning, IRA's,Roth IRA's, SEP's,401k's,annuities, managed accounts, life insurance, and asset allocation.


General Information

Firm Start Year:   2014
No.of Employees:   2-4
Name of Broker/Dealer:   J.W. Cole Financial
Name of Custodial Firm:   Fidelity Investments
Number of Years with Current Firm:   5
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Annuities, Insurance, Stocks, Alternative Investments, Options & Futures, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your office, Via phone, Via email, At your home


Firm Information

Advisor's Number of Clients:   105
Advisor's Number of Managed Clients:   105
Advisor's Number of Planning Clients:   105


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Flat Fee, Based on Assets, Subscriptions, Hourly


Education

B.S.B.A - Finance  University of Florida - Gainesville, FL
1996-2000



Faqs

  • Do you have a customer satisfaction or refund policy? No
  • What are your qualifications? What is your education background? The entire team is college educated from various Universities.
  • What is your approach to financial planning? We plan on a cash flow basis. We get to know about the client and their situation. Then we review all assets, income, and goals for retirement. The next step is measure the level of risk required to meet the goals. And the last step is investment selection and implementation.
  • What services do you offer? Financial Planning, Investment Management, Insurance, 401k retirement plans
  • How many clients do you currently manage? 105
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Evan  Conley

Evan  Conley

Keith Glaser has been developing individual financial strategies and providing investment consulting services for nearly 20 years. Formerly a financial advisor with Merrill Lynch and Morgan Stanley, he joined a boutique independent firm in 2009 where he was named a managing partner. Seeking more of a challenge, Keith followed his entrepreneurial spirit by becoming the Co-Founder and Managing Director of KASE Wealth Advisors in Tampa, Florida.

Throughout his career, his practice has focused on assisting individuals and business owners with their financial needs from investment portfolio management to retirement planning.

My Team

Scott  Jackson
Scott Jackson
Scott Jackson has been working in the financial industry providing financial strategies and investment services to clients for nearly 20 years. During that time, he has developed a financial planning process that provides families, non-profit organizations, and small institutions with a path designed to grow and protect their assets. Formerly a Financial Advisor with Morgan Stanley and Smith Barney, he gained large brokerage firm knowledge and experience and later branched out t ...more

Evan  Conley
Evan Conley
Evan Conley has been developing customized wealth management and financial strategies for individuals and businesses for the past 12 years. In addition, he formerly served as a pension specialist in the Mass Mutual Financial Group Tampa office and is well versed in helping to maximize the value of company retirement plans. He differentiates himself by taking a personalized approach in dealing with individual clients and retirement plan participants. Throughout his career, he h ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Apollo Beach Belleair Beach
Brandon Clearwater
Clearwater Beach Crystal Beach
Dover Dunedin
Gibsonton Holiday
Indian Rocks Beach Land O Lakes
Largo Lithia
Lutz New Port Richey
Odessa Oldsmar
Palm Harbor Pinellas Park
Plant City Riverview
Ruskin Safety Harbor
Saint Petersburg Seffner
Seminole Sun City Center
Tampa Tarpon Springs
Thonotosassa Valrico
Wesley Chapel Wimauma
Port Richey

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