LPL Financial
34yrs
Top 10% by experience in Iowa
2yrs
Thomas Casey
Financial advisor at LPL Financial
Thomas Casey is a fiduciary financial advisor in Bellevue, Iowa, with 2 years in the industry. Thomas joined LPL Financial in 2026, after a year at Ameriprise Financial Services. Thomas holds the CFP® designation.
One of 3 advisors with offices in Bellevue, and one of 3 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office212 N Riverview Street, Bellevue, IA 52031
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowLPL Financial LLCCurrent firm
- Dec 2024 – May 2026Ameriprise Financial Services, LLCPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- 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 Thomas
How do I contact Thomas?
Call LPL Financial at (704) 733-3300 and ask for Thomas Casey. Thomas works from the Bellevue, IA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas 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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