Casey Lysaght, Cfp®, Crps®

Casey Lysaght, Cfp®, Crps® Email and Phone Number

Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management @ Eukles Wealth Management
cincinnati, ohio, united states
Casey Lysaght, Cfp®, Crps®'s Location
Cincinnati, Ohio, United States, United States
Casey Lysaght, Cfp®, Crps®'s Contact Details

Casey Lysaght, Cfp®, Crps® work email

Casey Lysaght, Cfp®, Crps® personal email

About Casey Lysaght, Cfp®, Crps®

As a financial advisor, I focus on providing people with the help they need to plan out their retirement. Planning for retirement is one of the biggest steps of life and with an ever increasing number of variable to consider, having a helping hand is a necessity to develop and implement a plan that works for you. As an advisor, I have helped my clients determine their retirement goals and developed a retirement income plan to strive towards accomplishing their goals. A typical day for me includes helping clients with various questions regarding their retirement plan and investment strategy. Additionally, I develop and maintain the Marketing strategy for Eukles Wealth Management, both to increase the name recognition of the firm and communicate our mission to prospective clients. When I find some time, I like to network with other professionals to identify opportunities for my community and local businesses. My specialties include: retirement income planning, holistic financial planning, and marketing.

Casey Lysaght, Cfp®, Crps®'s Current Company Details
Eukles Wealth Management

Eukles Wealth Management

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Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management
cincinnati, ohio, united states
Website:
euklesam.com
Employees:
6
Casey Lysaght, Cfp®, Crps® Work Experience Details
  • Eukles Wealth Management
    Wealth Manager, Marketing Director
    Eukles Wealth Management Oct 2014 - Present
    425 Walnut Street, Suite 2260; Cincinnati, Ohio
    Eukles Asset Management financial consultants are registered representatives with and offer securities through LPL Financial, Member FINRA/SIPC (for hyperlinks to FINRA and SIPC, please refer to the “Contact Info” section above). Visit www.eukleswm.com for more information.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with--residents of the following states: AL, CA, FL, ID, IL, IN, KY, MO, NC, NV, OH, SC, TN, TX, VASecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact information section above. Investment advice offered through Eukles Asset Management, a registered investment advisor. Eukles Asset Management and Eukles Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
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  • Fifth Third Bank
    Senior It Auditor
    Fifth Third Bank May 2011 - Sep 2014
    Cincinnati, Ohio Area
    During my time at Fifth Third Bank, I helped develop and execute risk-based audits, including an analysis of the business processes, risks, and controls, as well as corresponding test strategies used to evaluate the effectiveness of key systematic computer controls.I worked with audit engagement teams consisting of two to four team members, while maintaining relationships with two to five line of business personnel up through senior management.I served as the Business Continuity Management subject matter expert to an Audit Division of approximately 100 people. I acquired the status of Associate Business Continuity Professional (ABCP) from the Disaster Recovery Institute International (DRII).Additionally, I gained experience working with the following applications: ACL, Business Objects, Teammate, Rational ClearQuest, Action Request Remedy, Active Directory, UNIX, DB2, UDB, SQL.
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  • Morgan Keegan
    Intern/Student
    Morgan Keegan May 2008 - Aug 2010
    Over three summers I worked as an intern at Morgan Keegan & Company. At Morgan Keegan, I helped my supervisor and various associates with tasks ranging from preparing progress reports for customers to creating complex excel spreadsheets to help recruit new clients.Created an excel spreadsheet that has since been copyrighted called "The Three Buckets" which details the longevity of the client's money based on several variables that is still used.

Casey Lysaght, Cfp®, Crps® Education Details

Frequently Asked Questions about Casey Lysaght, Cfp®, Crps®

What company does Casey Lysaght, Cfp®, Crps® work for?

Casey Lysaght, Cfp®, Crps® works for Eukles Wealth Management

What is Casey Lysaght, Cfp®, Crps®'s role at the current company?

Casey Lysaght, Cfp®, Crps®'s current role is Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management.

What is Casey Lysaght, Cfp®, Crps®'s email address?

Casey Lysaght, Cfp®, Crps®'s email address is cl****@****ail.com

What schools did Casey Lysaght, Cfp®, Crps® attend?

Casey Lysaght, Cfp®, Crps® attended University Of Cincinnati, Indiana University - Kelley School Of Business, Indiana University - Kelley School Of Business, Indiana University - Kelley School Of Business, Indiana University Bloomington.

Who are Casey Lysaght, Cfp®, Crps®'s colleagues?

Casey Lysaght, Cfp®, Crps®'s colleagues are Tim Lysaght.

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