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Featured Business Financial Advisor in Tampa, FL
Tampa Financial Advisors
KASE Wealth Advisors
4302 Henderson Blvd, Suite 201
Tampa, FL 33629
(813) 769-9845
“Making the KASE for your retirement.”
Advisor Profile
Evan  Conley
Name:  Evan Conley
Phone Number:  (813) 769-9845
Website:  Visit Website

About KASE Wealth Advisors

Keith Glaser and Scott Jackson have been in the financial industry for over 19 years. Since 2009 both Keith and Scott have focused on financial and estate planning for affluent families.

Our parent company,JW Cole, is a full service RIA and Broker/Dealer. We have our investment platform with Fidelity Investments. Clients benefit from our small size and flexibility by having access to proprietary growth models, open investment platforms, and a customized Financial Wealth Plan.

We help our clients with financial planning, estate planning, IRA's,Roth IRA's, SEP's,401k's,annuities, managed accounts, life insurance, and asset allocation.
 

General Information

States Willing to do Business in:    Apollo Beach,Belleair Beach,Brandon,Clearwater,Clearwater Beach,Crystal Beach,Dover,Dunedin,Gibsonton,Holiday,Indian Rocks Beach,Land O Lakes,Largo,Lithia,Lutz,New Port Richey,Odessa,Oldsmar,Palm Harbor,Pinellas Park,Plant City,Riverview,Ruskin,Safety Harbor,Saint Petersburg,Seffner,Seminole,Sun City Center,Tampa,Tarpon Springs,Thonotosassa,Valrico,Wesley Chapel,Wimauma,Port Richey
Firm CRD#:    124583
CRD#:    5684249
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
Number of Years with Current Firm:    5
Years of Experience in Financial Services:    19
Name of Custodial Firm:    Fidelity Investments
Name of Broker/Dealer:    J.W. Cole Financial
 

Services

I can meet clients in the following ways:    Via email, Via phone, At your office, At your home, At my office
Investment Types:    Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Securities Licenses:    Series 7
 

Firm Information

Advisor's Number of Planning Clients:    105
Advisor's Number of Managed Clients:    105
Advisor's Number of Clients:    105
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Subscriptions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based (Fee and Commissions)
 
 
 

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