Casey Lytle

Advisor at Edward Jones — Ottawa, KS North Main Street

Updated today

Credentials

Series 66

Experience

2 years

Location

Ottawa, KS 66067

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Casey Lytle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Casey worked at Porter-Spears & Bundy and Mid America Bank. Outside of advising, Casey is involved with the City of Wellsville Planning Commission and has worked in a local coffee and sandwich shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Ottawa, KS North Main Street

101 North Main Street

Ottawa KS 66067

Advisors at this office

2

Most active in

Kansas · Texas

Work history

2 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Porter-Spears & Bundy

2022 - 2023 • 1 year

Ottawa, KS

Hot Off the Press

2020 - 2023 • 3 years

Wellsville, KS

Mid America Bank

2014 - 2022 • 8 years

Baldwin City, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Parker O

CFP®, Series 65

Ottawa, KS

The Wealth Consulting Group

Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar

Luke H

Series 65, Series 63

Wellsville, KS

Eagle Strategies (NY Life)

Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Michael D

Series 63, Series 65

Wellsville, KS

Primerica Advisors

Michael Douglas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Primerica since 1992 and previously held roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Outside of advisory work, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by third parties and offers a range of tactical and strategic investment approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning

Jacob B

Series 66

Ottawa, KS

Edward Jones

Jacob Boyd is a Series 66-credentialed financial advisor with Edward Jones in Ottawa, KS, where he has worked since 2018. He has six years of industry experience and previously worked at Benedictine College and Boyd Farms. Outside of his advisory role, he is a partner in J&K Capital LLC, a real estate investment venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of advisory programs and affiliated investment products.

College savings (529s, UTMA, etc.) Retirement income strategy Wealth management Retired Founder/Business Owner Executive
user avatar

Jeffrey S

Series 63, Series 65

Wellsville, KS

Primerica Advisors

Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Joseph R

Series 63, Series 66

Ottawa, KS

LPL Financial

Joseph Randall is a financial advisor at LPL Financial with 20 years of industry experience. His prior work includes roles at Merrill and Bank of America. Outside of his advisory work, he is involved as a personal care assistant and operates a travel agency business. LPL Financial serves individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary research and third-party strategies.

College savings (529s, UTMA, etc.)
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