• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
WILLIAM ROBERT CASEY
WILL ROBERT CASEY, WILL CASEY
CRD#: 1094418
IA
Investment Adviser
MERIT FINANCIAL ADVISORSCRD#: 142457 4400 Calumet Avenue
Suite 201
Manitowoc, WI 54220
Registration History
1995200020052010201520202025IAMERIT FINANCIAL ADVISORS (CRD# 142457)2024 - Present (<1 year)IAACCESS INVESTMENT ADVISORS INC (CRD# 109006)1999 - 2024 (24 years)IAMARATHON ADVISORS, INC (CRD# 113696)1995 - 2005 (9 years)
License(s)

State Registrations

IA
Texas 3/22/2024

IA
Wisconsin 3/22/2024

Current Registration(s)
IA
MERIT FINANCIAL ADVISORS (CRD#:142457)
4400 Calumet Avenue Suite 201, Manitowoc, WI 54220
Registered with this firm since 3/22/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/18/1999 - 04/04/2024 ACCESS INVESTMENT ADVISORS INC (CRD#:109006) MANITOWOC, WI
IA
06/20/1995 - 02/15/2005 MARATHON ADVISORS, INC (CRD#:113696) MANITOWOC, WI
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.