Edward Jones
25yrs
Top advisor by experience in Ottawa
3yrs
Casey Lytle
Financial advisor at Edward Jones
Casey Lytle is a fiduciary financial advisor in Ottawa, Kansas, with 3 years in the industry. Casey joined Edward Jones in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 8 advisors with offices in Ottawa, and one of 8 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office101 North Main Street, Ottawa, KS 66067
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowEdward JonesCurrent firm
Contact Casey
Local office(785) 384-6500Ask for Casey. (314) 515-2000Main office · St. Louis, MO 101 North Main StreetOttawa, KS 66067Office · Get directions
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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
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About Casey
How do I contact Casey?
Call Casey’s local office at (785) 384-6500 or the Edward Jones main office at (314) 515-2000, and ask for Casey Lytle.
How long has Casey been a financial advisor?
Casey has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Casey hold?
Series 66. 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?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other 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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