Osaic Wealth
47yrs
Top advisor by experience in Naperville
11yrs
Christopher Casey
Full name on record: Christopher Patrick Casey
Financial advisor at Windrock Wealth Management
Christopher Casey has worked in the financial industry for 11 years and is a financial advisor based in Naperville, Illinois. Christopher has been with Windrock Wealth Management since 2016. Christopher holds the CFA designation.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office225 West Jefferson Avenue, Suite 2, Naperville, IL 60540
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.38 million
Advisors at the firm4
States licensed ?1 state
Services through Windrock Wealth Management
Investment management for individuals and small businessesChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2016 – nowWindrock Wealth ManagementCurrent firm
Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- 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
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About Christopher
How do I contact Christopher?
Call Windrock Wealth Management at 312-650-9593 and ask for Christopher Casey. Christopher works from the Naperville, IL office.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Christopher hold?
No exams are listed on the official record.
Is Christopher a fiduciary?
Christopher is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Christopher paid?
Windrock Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Christopher 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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