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

Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management at Eukles Wealth Management
Location: Cincinnati, Ohio, United States 3 work roles 5 schools
1 work email found @euklesam.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

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Work email c****@euklesam.com
LinkedIn Profile matched
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Current company
Role
Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management
Location
Cincinnati, Ohio, United States
Company size

Who is Casey Lysaght, Cfp®, Crps®? Overview

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Quick answer

Casey Lysaght, Cfp®, Crps® is listed as Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management at Eukles Wealth Management, a with 6 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at euklesam.com and a matched LinkedIn profile for Casey Lysaght, Cfp®, Crps®.

Casey Lysaght, Cfp®, Crps® previously worked as Wealth Manager, Marketing Director at Eukles Wealth Management and Senior IT Auditor at Fifth Third Bank. Casey Lysaght, Cfp®, Crps® holds Master'S Degree, Marketing, Graduate from University Of Cincinnati.

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Email format at Eukles Wealth Management

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*@euklesam.com
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AeroLeads found 1 current-domain work email signal for Casey Lysaght, Cfp®, Crps®. Compare company email patterns before reaching out.

Profile bio

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.

Current workplace

Casey Lysaght, Cfp®, Crps®'s current company

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Eukles Wealth Management
Eukles Wealth Management
Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management
cincinnati, ohio, united states
Website
Employees
6
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3 roles

Casey Lysaght, Cfp®, Crps® work experience

A career timeline built from the work history available for this profile.

Wealth Manager, Marketing Director

Current

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.

Oct 2014 - Present

Senior It Auditor

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.

May 2011 - Sep 2014

Intern/Student

Morgan Keegan

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.

May 2008 - Aug 2010
5 education records

Casey Lysaght, Cfp®, Crps® education

FAQ

Frequently asked questions about Casey Lysaght, Cfp®, Crps®

Quick answers generated from the profile data available on this page.

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 Eukles Wealth Management?

Casey Lysaght, Cfp®, Crps® is listed as Wealth Manager, Marketing Director for Greater Cincinnati at Eukles Wealth Management at Eukles Wealth Management.

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

AeroLeads has found 1 work email signal at @euklesam.com for Casey Lysaght, Cfp®, Crps® at Eukles Wealth Management.

Where is Casey Lysaght, Cfp®, Crps® based?

Casey Lysaght, Cfp®, Crps® is based in Cincinnati, Ohio, United States while working with Eukles Wealth Management.

What companies has Casey Lysaght, Cfp®, Crps® worked for?

Casey Lysaght, Cfp®, Crps® has worked for Eukles Wealth Management, Fifth Third Bank, and Morgan Keegan.

Who are Casey Lysaght, Cfp®, Crps®'s colleagues at Eukles Wealth Management?

Casey Lysaght, Cfp®, Crps®'s colleagues at Eukles Wealth Management include Tim Lysaght.

How can I contact Casey Lysaght, Cfp®, Crps®?

You can use AeroLeads to view verified contact signals for Casey Lysaght, Cfp®, Crps® at Eukles Wealth Management, including work email, phone, and LinkedIn data when available.

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

Casey Lysaght, Cfp®, Crps® holds Master'S Degree, Marketing, Graduate from University Of Cincinnati.

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