Advisor at Allworth financial, L.P.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allworth financial, L.P.
Location
Lawrence, KS 66047
Credentials
Series 63, Series 65
Industry experience
22 years
Karey Casto is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at AW Securities, Afa Inc, Cetera Advisor Networks LLC, and McDaniel Knutson Financial Partners. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, third-party managers, and specialized planning services.
Based on Allworth financial, L.P.
Based on Allworth financial, L.P.
Financial planning services generally range between $1,500 and $30,000 fixed fee
Minimum fee: $2,500 annual minimum fee on asset management services
3705 Clinton Pkwy, Suite 200
Lawrence, KS 66047
Kansas
AW Securities
2023 - Present (3 years)
Afa Inc
2021 - 2023 (2 years)
Cetera Advisor Networks Llc
2013 - 2023 (10 years)
Mcdaniel Knutson Financial Partners
1998 - 2023 (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
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