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Casie Jo Eitniear

Advisor at Raymond James Financial — Fremont, MI

Updated today

Credentials

Series 66

Experience

18 years

Location

Fremont, MI 49412

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Casie Eitniear is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. She worked at Stifel from 2006 to 2018 before joining Raymond James Financial Services Advisors, Inc. and Karsten Financial Group, where she is also an owner of a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports a wide advisor network with specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Fremont, MI

24 E. Main Street

Fremont MI 49412

Advisors at this office

2

Most active in

Michigan

Work history

18 years of industry experience

Karsten Financial Group

2018 - Present • 8 years

Fremont, MI

Karsten Financial Group

2018 - Present • 8 years

Fremont, MI

Raymond James Financial Services Advisors, INC.

2018 - Present • 8 years

Fremont, MI

Raymond james Financial Services, Inc.

2018 - Present • 8 years

Fremont, MI

Stifel

2006 - 2018 • 12 years

Grand Rapids, MI

Disclosures

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

Business activities & affiliations

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Benjamin S

Series 66

Fremont, MI

The Life Group Financial Services

Benjamin Strautmann is a financial advisor at The Life Group Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Guncheon Financial, LLC, Compass Credit Union, and Raymond James Financial Services Advisors. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm manages approximately $146.2 million in client assets using a fundamental analysis approach and a core-and-satellite investment strategy.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Nicholas V

CFP®, Series 63, Series 66

Newaygo, MI

First Heartland Consultants, Inc.

Nicholas Vangeest is a CFP® with 15 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2010. He also has a concurrent role with Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions.

Annuities Income planning Cash flow / budgeting
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Kyleigh K

Series 63, Series 65

Fremont, MI

The huntington Investment company

Kyleigh Karell is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Ameriprise, Fidelity Investments, JPMorgan Chase, and Fifth Third Securities. Outside of advising, she is active in social media affiliate marketing, creating content and promoting products for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model featuring third-party sub-managers and proprietary private bank strategies, offering various wrap-fee programs and portfolio management options.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Ryan H

Series 65, Series 63

Fremont, MI

The huntington Investment company

Ryan Hill is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Huntington since 2016, previously spending one year with Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate offerings, with portfolio management and custodial services provided via National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Steven B

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and has operated Oosting Burt & Associates since 1990, along with working as an enrolled agent since 1983. Outside of advising, Burt is involved in multiple business ventures including a vineyard partnership, grocery management, and serving as secretary of a pizza company. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm employs various investment approaches through discretionary and non-discretionary arrangements, utilizing platforms such as CLASSIC Plus and offers specialized retirement and annuity advisory services.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Scott O

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Centaurus Financial since 2010 and also co-owns Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services for over three decades. Outside of financial services, Oosting is involved in training and breeding Standardbred racehorses and participates in agricultural and retail businesses including crop raising, custom butchering of beef, and water-powered jetpack rentals. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mixture of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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