KF
Kimberli Fleck Casner
Chief Compliance Officer at Vicus Capital
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Work Experience
Chief Compliance Officer
2015 - Present · 9 years and 11 months
2004 - Present · 20 years and 11 months
General Counsel/ Senior Vice President
Nov 2004 - Present · 20 years and 1 months
Senior Vice President And General Counsel
2004 - Present · 20 years and 11 months
Company Details
51-200 Employees
A World-Class Experience in a First-Class Partnership Vicus Capital, Inc., is a boutique investment management and advisory firm. We specialize in the design and implementation of comprehensive wealth and security strategies on behalf of financial advisors to help investors accumulate, protect, and transfer wealth. Headquartered in State College, Pennsylvania, Vicus Capital has evolved into a dynamic, national financial services company. We are driven by our desire to understand and deliver on the unique needs and goals of financial advisors and their clients. At our core, we believe the lives of advisors and clients can be enriched through a partnership with an investment management firm focused on professional guidance delivered through a world-class service experience. Financial Planning and Investment Advisory Services offered through Vicus Capital, Inc., a federally Registered Investment Advisor.
Year Founded
1978
Social Media
Linkedin
Industry
Financial Services
HQ Location
476 Rolling Ridge Drive Suite 315 State College, PA 16801, US
Keywords
Investment ManagementCustom Portfolio DesigPractice ManagementDelivery of a World-Class Service ExperiencePartnership Development
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