Casey A. Herron,  CFP<sup>&reg;</sup> - Financial Advisor

Casey A. Herron, CFP®

Independent Branch Leader and Financial Consultant

Charles Schwab

741 S Higgins Ave, Suite B
Missoula, MT 59801
FINANCIAL ADVISOR'S WEBSITE
(406) 214-3355 CONNECT WITH Casey
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General

Casey Herron is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Charles Schwab in Missoula, MT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 9, 10, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - RICP®, EA, CTFA, CAIA

Insurance Licenses

  • Life insurance: WA, ID, MT

Broker-Dealer Affiliation

Charles Schwab Corporation

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth

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