Matt Casey

RCU Investment & Insurance Team - Matt Casey

LPL Financial Advisor

Email: matthew.casey@lpl.com

Phone: 715-246-8006

Primary Office: New Richmond Office

Find Matt at These Offices

Matt's primary office is the New Richmond Office. He is also available by appointment at the Osceola OfficeSomerset Office, and St. Croix Falls Office.

Learn About Matt

Matt, an LPL Financial registered representative, serves Members of the credit union through the RCU Investment & Insurance Team. Matt joined the team in 2010 and has more than 15 years of experience in the financial services industry.

Matt is passionate about helping Members assess their current financial situation, clarify and define new strategies and needs, and develop a plan to achieve long term goals. Whether your goal is growth, retirement income, or a child’s education, Matt is always available to help you make more informed decisions about your financial future.

Matt is a life-long resident of New Richmond and a graduate of New Richmond High School. He earned a Bachelor of Science degree in Business from the University of Wisconsin-River Falls, and continues to expand his knowledge of insurance and investment issues by attending educational seminars and other professional training offered by national mutual fund and insurance companies.

Matt serves clients in the New Richmond, Star Prairie, Somerset, River Falls, and Twin Cities, MN areas. He looks forward to serving you!


Licenses/Registrations

  • FINRA Series 6, 7, 63 and 66 securities registrations held with LPL Financial.
  • Check the background of your financial professional 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 the RCU Investment & Insurance Team are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using RCU Investment & Insurance Team, and may also be employees of Royal Credit Union. 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 RCU Investment & Insurance Team. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

 

The RCU Investment & Insurance Team site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CO, FL, MN, NC, SD and WI.


Specialties:

  • Setting short- or long-term financial goals
  • Investment portfolio management
  • Establishing a retirement plan