Wealth Management at Royal Credit Union - Joe Casey

Learn About Joe

Joe Casey is committed to helping Members feel confident in their financial decisions by building meaningful, long-term relationships and developing personalized strategies that support their goals.

Joe earned his bachelor’s degree in finance and accounting from the University of Wisconsin–La Crosse and brings experience from previous financial roles that strengthened his Member-first approach, giving him a strong foundation in financial planning, investment strategies, and service excellence. Joe is passionate about understanding each Member’s unique story and translating it into a clear, actionable financial plan.

Joe enjoys participating in Royal’s volunteer opportunities and giving back to the community. Outside of work, he loves being outdoors, spending time with family and friends, and cheering on the Minnesota Wild.

Licenses/Registrations

• FINRA Series 7 and 66 securities registrations held with LPL Financial. Life and Health Insurance licenses.
• Check the background of your financial professional on FINRA’s BrokerCheck.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and Wealth Management at Royal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Royal Credit Union,and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Royal Credit Union or Wealth Management at Royal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.