Joseph Casey
Advisor at LPL Financial
Updated today
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
LPL Financial
Location
St Croix Falls, WI 54024
Credentials
Series 66
Industry experience
< 1 year
Fee options
Financial planning and consulting services fees may be flat fees up to $10,000, negotiated between client and IAR.
Clients may pay commissions, markups, markdowns, and transaction charges for brokerage services; commissions apply particularly if LPL acts as broker-dealer.
Financial planning and consulting services fees may be hourly, up to $500 per hour.
Work history
LPL Financial LLC
2025 - Present (1 year)
University of Wisconsin- La Crosse
2024 - 2025 (1 year)
Northwestern Mutual
2024 - 2024 (1 year)
University of Wisconsin- La Crosse
2021 - 2024 (3 years)
Hopkins Electric
2021 - 2023 (2 years)
New Richmond School District
2010 - 2021 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Theresa T
Series 66
Luck, WI
Edward Jones
Tanya P
CFP®, Series 66
Chisago City, MN
Edward Jones
Rebecca B
CFP®, Series 63
Saint Croix Falls, WI
Edward Jones
Zachary B
Series 66
Scandia, MN
Edward Jones
Tucker H
CFP®, Series 66
Osceola, WI
Edward Jones
Daniel C
Series 63, Series 65
Milltown, WI
Merrill
Daniel Creek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2000 after transitioning from an engineering career that began with his graduation from the University of Wisconsin-Platteville in 1987 with a Bachelor of Science in Mechanical Engineering. Daniel has more than two decades of experience in financial services, focusing on creating strategies tailored to high-net-worth individuals, families, and businesses to meet their financial goals, including retirement and estate planning. Daniel holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He provides consultative and objective wealth management services and is qualified to recommend investment strategies involving Merrill and approved third-party managers. Daniel is also actively involved in his community as a member of St. Mary’s Church and the Burlington Kiwanis Club. He lives in Burlington with his wife and has two grown daughters. Outside of his professional role, Daniel enjoys fishing, traveling, and spending time with his family.
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