Casey O'Leary

Casey O'Leary

Casey O’Leary, Financial Advisor

Trinity Wealth Management

784 Summit Avenue

Oconomowoc, WI 53066

Business Focus: Small Business Retirement Plans: 401(k), 403(b), Profit Sharing

Casey has been around family and small businesses his whole life. His grandfather and father had a family business for nearly 50 years. This experience has given Casey a unique perspective and understanding on some of the challenges small business owners face.

As an independent advisor, Casey specializes in designing, implementing and maintaining small business retirement plans. He has over 16 years of experience in helping small businesses navigate the ever-changing landscape of retirement planning for their businesses.

In addition to providing small business retirement planning, Casey will provide individual planning services to business owners and individuals as their needs arise including asset management, risk management, and estate planning overview.

As a registered representative and investment advisor representative of Packerland Brokerage Services, Casey holds Series 7, 63, and 66 securities licensing and is licensed to do business in Minnesota, Virginia, Texas and Wisconsin. In addition, Casey holds Life, Health, Accident and Variable Annuity Insurance Licensing. Casey also works closely with Packerland Brokerage Services representatives in our Wisconsin401k.com group.

Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity - Member FINRA and SIPC

 

 

Phone 262-510-0136