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Casey R

Series 66

Decatur, TX

Cetera

Casey Radke is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked with various Cetera entities since 2024, prior to which he was with Avantax Investment Services for ten years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary account management across multiple program structures and custodians.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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