Kimberli Casner

Chief Compliance Officer at Vicus Capital - State College, PA, US

Kimberli Casner's Colleagues at Vicus Capital
Jacqueline Trezza

Vice President of Operations

Contact Jacqueline Trezza

Derrick Parsons

Director of Sales and Marketing

Contact Derrick Parsons

Eric Dare

President & CEO at Vicus Capital

Contact Eric Dare

Kayte Kocher

Advisory Operations Associate

Contact Kayte Kocher

Tessa Schultz

Executive Administrator

Contact Tessa Schultz

Amy Sanor

Financial Planning Specialist

Contact Amy Sanor

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Kimberli Casner's Contact Details
HQ
855-558-4287
Location
State College,Pennsylvania,United States
Company
Vicus Capital
Kimberli Casner's Company Details
Vicus Capital logo, Vicus Capital contact details

Vicus Capital

State College, PA, US • 100 - 249 Employees
Financial Services

A World-Class Experience in a First-Class PartnershipVicus Capital, Inc., is a boutique investment management and advisory firm. We specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. Headquartered in State College, Pennsylvania, Vicus Capital has evolved into a dynamic, national financial services company. We are driven by our desire to understand and deliver on the unique needs and goals of financial advisors and their clients. At our core, we believe the lives of advisors and clients can be enriched through a partnership with an investment management firm focused on professional guidance delivered through a world-class service experience.Financial Planning and Investment Advisory Services offered through Vicus Capital, Inc., a federally Registered Investment Advisor.

Investment Management Custom Portfolio Design Practice Management Delivery of a World-Class Service Experience Partnership Development
Details about Vicus Capital
Frequently Asked Questions about Kimberli Casner
Kimberli Casner currently works for Vicus Capital.
Kimberli Casner's role at Vicus Capital is Chief Compliance Officer.
Kimberli Casner's email address is ***@vicuscapital.com. To view Kimberli Casner's full email address, please signup to ConnectPlex.
Kimberli Casner works in the Financial Services industry.
Kimberli Casner's colleagues at Vicus Capital are Jacqueline Trezza, Derrick Parsons, Eric Dare, Kayte Kocher, Tessa Schultz, Amy Sanor and others.
Kimberli Casner's phone number is 855-558-4287
See more information about Kimberli Casner