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Jeffrey Casey, CFP®
Southwestern Investment Advisory Services, Inc.

Tel: 402-932-4949
15808 West Dodge Rd. Suite 103
Omaha, NE 68118
Southwestern Investment Advisory Services, Inc. | Financial Advisor in Omaha ,NE

About Jeffrey Casey

Jeff Casey is originally from Ashland, MO and was raised as the youngest in a family of five. He attended Central Methodist University, where he enjoyed playing baseball and graduated with a degree in business. In a 2016 transition, Jeff and his wife, Kim, moved from St. Louis to make Omaha their home. They are loving raising their two children, Paige and Luke, in this community that continues to impress.

After graduating from college, Jeff worked as an insurance agent for many years, consulting families on their supplemental health benefits. While servicing hundreds of families in this capacity, Jeff recognized a need for most people to have a trusted advisor for all their financial matters. Being limited in the services he could provide as a captive agent and inspired by Dave Ramsey’s Financial Peace University, Jeff sought an opportunity to become an comprehensive financial advisor.

As a financial advisor who obtains referrals through the SmartVestor Pro referral service, Jeff is proud to uphold these timeless principles as a pillar of the financial planning process. He specializes in retirement planning, investment management, tax strategies, and gifting strategies, while his primary focus is developing meaningful relationships with clients to be able to help them navigate the array of life’s challenging decisions. You’ll often hear Jeff say he’s incredibly fortunate to be able to serve people in this way and that he’s lucky to have landed his dream job.


About Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

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General Information

Firm Start Year:   2002
Name of Broker/Dealer:   Raymond James
Name of Custodial Firm:   Raymond James
Number of Years with Current Firm:   5

Services

Can meet clients in the following ways:   Our Office, Our Offices, Video Conference, Via Phone, Your Office, Via Email

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Commissions

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Disclaimer

© 2019 Southwestern Investment Group. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Privacy Notice: Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser. Southwestern Investment Group or dba teams are not registered broker dealers and are independent of Raymond James Financial Services. Representatives may not registered to offer securities and advisory services in all states.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
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