William Blair & Company
47yrs
Top advisor by experience in Illinois
5yrs
Casey Medlen
Full name on record: Casey E Medlen
Financial advisor at Blackrock Investment Management
Casey Medlen is a fiduciary financial advisor in Chicago, Illinois, with 5 years in the industry. Casey joined Blackrock Investment Management in 2025, a firm offering investment management, private fund management, and selecting outside investment managers. Blackrock Investment Management reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office227 West Monroe Street Suite 4300, Chicago, IL 60606
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$6.45 million
Advisors at the firm675
States licensed ?1 state
Services through Blackrock Investment Management
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers
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
- Oct 2025 – nowBlackrock Investment Management, LLCCurrent firm
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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Casey
How do I contact Casey?
Call Blackrock Investment Management at (609) 282-2000 and ask for Casey Medlen. Casey works from the Chicago, IL office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2021, about 5 years. 5 years in the industry.
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?
Blackrock Investment Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. 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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