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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Keenan Dean Casey

Advisor at CORE PLANNING

CLARKSTON, MI | MILL VALLEY, CA | Clarkston, MI

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Search this name across graphsid dfx:ria:ec884878-7775-0bb7-230c-30d882a1dd0a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Oct 17, 2016
First registration: Jun 30, 2017
Dual registered: no
IAPD individual key: 5933016

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLDIN ADVISORS	No RAUM reported	Oct 6, 2025	n/a	yes	MILL VALLEY, CA\|CLARKSTON, MI	Current employment
CORE PLANNING	Independent wealth	Nov 27, 2024	n/a	yes	Clarkston, MI	Current employment
Facet	Independent wealth	Jun 4, 2021	Oct 31, 2024	no	WEST PALM BEACH, FL\|Colorado Spring, CO\|Clarkston, MI	Previous registration
THREE POINTS FINANCIAL, INC.	Former SEC adviser	Sep 23, 2019	May 20, 2021	no	COLORADO SPRINGS, CO	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Aug 22, 2019	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Jun 30, 2017	Jan 8, 2018	no	COLORADO SPRINGS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Facet	CORE PLANNING	Oct 31, 2024	Nov 27, 2024	27	Firm change	RIA to RIA
THREE POINTS FINANCIAL, INC.	Facet	May 20, 2021	Jun 4, 2021	15	Firm change	RIA to RIA
USAA INVESTMENT SERVICES COMPANY	THREE POINTS FINANCIAL, INC.	Aug 22, 2019	Sep 23, 2019	32	Firm change	Ibd to RIA
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other

Relationships

Registered with (6)

→ BOLDIN ADVISORSRegistered adviserregistration: current employment
Oct 6, 2025 to presentfactForm ADV
→ CORE PLANNINGRegistered adviserregistration: current employment
Nov 27, 2024 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Jun 4, 2021 to Oct 31, 2024factForm ADV
→ THREE POINTS FINANCIAL, INC.Registered adviserregistration: previous registration
Sep 23, 2019 to May 20, 2021factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Aug 22, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Jun 30, 2017 to Jan 8, 2018factForm ADV

Dated events

Occurred
Oct 31, 2024
Advisor changed firm
Keenan Dean Casey left Facet for Core Planning (registered 2024-11-27)
Form ADVobserved 6 days ago