LPL Enterprise
44yrs
Top advisor by experience in Caldwell
21yrs
Casey Stromer is a fiduciary financial advisor in Caldwell, Idaho, with 21 years in the industry. Casey joined Cetera Investment Advisers in 2023, after 13 years at Merrill and three years at Edward Jones. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 33 advisors with offices in Caldwell, and one of 31 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 66% of advisors in Idaho
OfficeCaldwell, ID
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2009 – 2022MerrillPreviously
- 2006 – 2009Edward JonesPreviously
- Jul 2005 – Jun 2006Morgan Stanley DW Inc.Previously
Questions to ask Casey
Tailored to Casey’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Casey
How do I contact Casey?
Call Cetera Investment Advisers at 310-257-7880 and ask for Casey Stromer. Casey works from the Caldwell, ID office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2005, about 21 years. More experience than 66% of advisors in Idaho.
What licenses does Casey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Casey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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