Casey Franken


Wealth Advisor/Investment Manager

Casey’s primary role is researching and monitoring the investment strategies utilized for our stakeholders.  He is a Certified Financial Planner Practitioner and is active in developing insurance strategies with a focus on long-term care.

Casey graduated from the University of South Dakota with a double major in finance and economics.  During his academic career he had the opportunity to be involved with Coyote Capital Management, which is an investment club that actively trades stocks using financial models and research. Casey passed the Level 1 of the Chartered Financial Analyst (CFA) program in 2011. The CFA designation is globally recognized and attests to a charter holder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

Casey’s hobbies include snowboarding, disc golf, billiards, concerts, traveling, and spending time with his nieces.


Favorite Book: “Think and Grow Rich”

Favorite Quote: “Your attitude, not aptitude, will determine your altitude.”

Favorite Movie: Dumb and Dumber

Place you would most like to Visit: Beijing, New Zealand, Dubai

PassionsMusic and Traveling

Favorite College TeamUSD Coyotes

Favorite Professional Team: Minnesota Vikings

Favorite Food: Sushi

Items on your Bucket List: Skydive, scuba diving, write a book, and learn an instrument