Casey Stevenson has been Chief Executive Officer and Chief Compliance Officer of Axim Wealth Management since February 2026, is a control person of the firm and directly owns 75% or more of it.
Axim Wealth Management LLC is a Springboro, OH firm with $127M under management, 287 clients and 1 adviser across 2 offices, as of its October 2026 filing.
Casey Stevenson is Chief Executive Officer & Principal of Axim Planning & Wealth, based in Ohio. He leads investment strategy and financial planning at the firm and is a registered investment advisor representative. He has more than a decade of experience advising families on portfolio construction, tax-aware investing and multi-generational wealth, and before acquiring Axim he built a practice.
Casey Stevenson’s longest registration was 8 years at Wells Fargo Clearing Services, LLC (2014–2023). Before joining Axim Wealth Management in 2024, Casey Stevenson was registered through Wells Fargo Advisors and Wells Fargo Clearing Services, LLC.
- Axim Planning & WealthCurrent– present · 2 yearsPowell, OH · Adviser representative · Firm CRD 319618
- Wells Fargo Advisors– · 1 yearDublin, OH · Adviser representative · Firm CRD 11025
- Wells Fargo Clearing Services, LLC– · 8 yearsDublin, OH · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Casey Stevenson is registered as an investment adviser representative in Ohio, since September 2024.
- OhioSince 3 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 August 2014 |
| Series 7 | General Securities Representative Examination | 30 June 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6331290
- Firm
- Axim Wealth Management · CRD 319618
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- Powell, OH
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aximwealth.com
Where does Casey Stevenson work?
Casey Stevenson has been Chief Executive Officer and Chief Compliance Officer of Axim Wealth Management LLC since February 2026, and is a control person of the firm.
Is Casey Stevenson a financial advisor?
Yes. Casey Stevenson has a current investment-adviser registration in Ohio, through Axim Wealth Management since September 2024.
How many years of experience does Casey Stevenson have?
Casey Stevenson has 12 years in the financial industry, since June 2014, across 3 adviser firms.
What exams has Casey Stevenson passed?
Casey Stevenson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2014. FINRA credited Casey Stevenson with the SIE, which began in October 2018.
Where did Casey Stevenson work before Axim Wealth Management?
Before Axim Wealth Management, Casey Stevenson was registered through Wells Fargo Clearing Services, LLC, August 2014 to March 2023.
Where is Casey Stevenson based?
Casey Stevenson’s registered office is in Powell, OH.
Is Casey Stevenson registered with FINRA?
No. Casey Stevenson has no current broker registration.
How can I verify Casey Stevenson’s record?
Search CRD 6331290 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Casey Stevenson’s full registration record.