professional profile
Casey Steven Bartels, CFP
Overview
Casey Steven Bartels is an insurance agent and an investment adviser representative based in Orange, CA, with 19 years in the industry.
- Years in the industry
- 19
- States licensed
- 1
- States registered
- 2
- Carrier appointments
- 8
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 1 state
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Guardian Financial Partners, LLCCurrent firm
Employment history since 2007
Carriers
8 active carrier appointments
Book and practice
Firm assets under management on file
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