Angela Joy Casper

Angela Joy Casper
Financial Consultancy

Building wealth with expert knowledge and strategic trading solutions designed to achieve consistent financial growth, leveraging 17+ years of experience in navigating complex markets.
Detailed Report

About Me

ABOUT ME

Hi, I'm Angela Joy Casper

I'm a dedicated financial consultant and investment advisor. With over 17 years of experience in the financial services industry, I've built a career guiding individuals, families, and businesses in developing investment portfolios and maintaining cash flow strategies using personalized strategies crafted to their individual goals. See More

I'm not only proficient in advanced financial planning, I've also perfected my expertise in investment strategies, portfolio construction, stock brokerage and retirement planning. My approach combines tested strategies with cutting-edge market insights, allowing me to guide clients through both traditional and emerging investment landscapes.

Whether you're seeking to optimize your portfolio, planning for retirement, saving for children's college or just exploring options, we can work together to develop specific strategies to help you achieve your goals. I'm committed to cultivating great relationships built on trust and transparency in order to manage investments with an unwavering focus on your financial strategy and personal objectives.

Throughout my career, I have continuously expanded my expertise, successfully passing 5 rigorous exams and acquiring 31 state licenses. My experience includes guiding clients through complex financial landscapes with a personalized approach, whether they aim for wealth preservation, retirement planning, or investment growth. With a focus on ethical practices and client-centered solutions, I have positioned myself as a trusted advisor in the industry.
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Specialization: Investment Advisory

Experience: 17+ Years

Current Firm: Wells Fargo Advisors

CRD Number: 4885747

Contact Me View Qualifications

Expertise

Professional Skills

With over 17 years of experience in financial services, I bring comprehensive expertise in investment advisory, securities trading, and financial planning. My extensive qualifications include multiple principal and supervisory examinations, ensuring I can provide the highest level of professional service to my clients.

I am registered with 6 Self-Regulatory Organizations and licensed in 31 U.S. states and territories, demonstrating my commitment to maintaining the highest professional standards. My expertise spans general securities representation, sales supervision, and investment advisory services across multiple markets and exchanges.

Investment Advisory15 years

Securities Trading12 years

Financial Planning16 years

Client Relations14 years

What I Offer

Financial Services

Investment Advisory

Comprehensive investment strategies tailored to your financial goals, risk tolerance, and time horizon with personalized portfolio management.

Financial Planning

Strategic financial planning services including retirement planning, estate planning, and wealth preservation strategies.

Securities Trading

Expert securities trading services across multiple exchanges including NYSE, NASDAQ, and other major trading platforms.

Portfolio Management

Active portfolio management with regular monitoring, rebalancing, and optimization to maximize returns while managing risk.

Risk Assessment

Comprehensive risk assessment and management strategies to protect and grow your wealth in various market conditions.

Client Education

Educational resources and guidance to help clients make informed financial decisions and understand market dynamics.

Professional Credentials

Qualifications & Registrations

Self-Regulatory Organizations (6)

FINRA - General Securities Representative & Sales Supervisor
New York Stock Exchange - General Securities Representative & Sales Supervisor
Nasdaq Stock Market - General Securities Representative & Sales Supervisor
NYSE American LLC - General Securities Representative & Sales Supervisor
Nasdaq PHLX LLC - General Securities Representative & Sales Supervisor
Cboe Exchange, Inc. - General Securities Representative

Professional Examinations

Series 10 - General Securities Sales Supervisor (2025)
Series 9 - Options Module Examination (2024)
Series 7 - General Securities Representative (2004)
Series 66 - Uniform Combined State Law (2017)
SIE - Securities Industry Essentials (2018)

State Licenses (31 States & Territories)

Alabama
Arizona
Arkansas
California
Colorado
Florida
Georgia
Hawaii
Illinois
Indiana
Iowa
Kansas
Kentucky
Maryland
Michigan
Minnesota

Nebraska
Nevada
New Jersey
North Carolina
Ohio
Oklahoma
Oregon
South Carolina
Tennessee
Texas
Vermont
Virginia
Washington
Wisconsin
Wyoming

Career History

Professional Experience

Wells Fargo Clearing Services, LLC

November 2016 - Present

Registered Representative | Milwaukee, WI

Currently serving as a Registered Representative providing comprehensive financial services and investment advisory to clients. Registered since January 2008 with this firm.

Wells Fargo Advisors LLC

May 2009 - November 2016

Registered Representative | Milwaukee, WI

Served as Registered Representative providing investment advisory services and financial planning solutions to individual and institutional clients.

A.G. Edwards & Sons, Inc.

December 2004 - January 2008

Registered Representative | Milwaukee, WI

Started career in financial services as a Registered Representative, building foundational experience in securities trading and client relations.

Client Feedback

What My Clients Say

"I met with you to get serious about my finances and you really delivered. You helped me build a solid plan to grow my portfolio and make the most of my options. I feel confident now that I'm on the right track."

Maggie Wu

Anesthesiologist Shanghai, China

"Angela, you've been wonderful to work with. I trust your judgment and appreciate the care you take with the details. I'm so excited about the progress we've made."

Elizabeth Loredan

Medical Specialist Geneva, Switzerland

"You have completely changed the way I see money. What used to feel stressful and confusing now actually feels doable. You haven’t just helped me get my finances in order, you’ve helped me build a better life through your guidance and support."

Sarah Dawood

Corporate lawyer Dubai, UAE

"At first I expected a one-size-fits-all plan, but instead, you built a strategy that really fits my goals, risk level and timeline. Seeing how it all came together showed me that you truly understood me. This is exactly why I trust your guidance."

Michael R. Thompson

Private Equity San Francisco, California

"I must say it’s hard to put a price on the peace of mind you’ve brought me. You pay attention, you get it and you handle everything with such care. Just knowing you’re managing things makes me feel confident that I'm on the right track."

Jennifer Hughes

Realtor Westport, Connecticut

"You are uniquely amazing. The way you think ahead and spot financial trends has made a big difference on my portfolio. You have helped me stay ahead instead of just reacting to changes. That kind of forward thinking is makes you stand out."

Kato Yasuda

Business Owner Meguro Ward, Tokyo

"Even with years of experience managing my finances, your guidance opened up options which I never knew existed. You brought strategy, structure, and a level of commitment that genuinely impressed me."

Robert Smith

Retired Surgeon Houston, Texas

"Right from the start it was clear that this was more than just a job to you. You approached my concerns with care and treated them with priority. The time and attention you gave to each detail really made a lasting impression."

David Martinez

Petroleum Engineer Manhattan, New York

Insights

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Contact Me

Need Financial Guidance?

Whether you're planning for retirement, looking to optimize your investment portfolio, or seeking expert guidance on wealth management, I'm here to help you achieve your financial goals.

Angela Joy Casper Financial Consultancy