CE
Casey Edward Cleveland
CRD 3065319
Certified Financial Planner
Chartered Financial Consultant
Firms
| Firm | Role | As of |
|---|---|---|
| Horst & Graben Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Horst & Graben Wealth Management, Llc
Owner/Trustee · 50% – 75% · Jun 2024
-
Horst & Graben Wealth Management, Llc
Founding Partner / Chief Compliance Officer · Less than 5% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗