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Chief Compliance Officer · Vicus Capital, Inc.

Kimberli J. Casner

CRD 4887751 · Named on Form ADV at one SEC-registered adviser

At a glance

Vicus Capital, Inc., an SEC-registered wealth manager based in State College, PA with $3.0 billion in regulatory assets, lists Kimberli J. Casner on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Vicus Capital, Inc.Chief Compliance OfficerWealth manager · State College, PA · $3.0B in regulatory assets

AtlasMembers

Kimberli’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kimberli’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.