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Liam Casey

Investment adviser representative at Patrick Financial Group in Brighton, MI

Investment adviser registrationUpdated

Liam Casey is an investment adviser representative at Patrick Financial Group, L.L.C., an investment adviser managing $170M, and works from its Brighton, MI office. Liam Casey has been registered through Patrick Financial Group since 1 October 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Liam Casey has been an investment adviser representative at Patrick Financial Group since October 2026, and is not listed among the firm’s executive officers or direct owners.

Patrick Financial Group, L.L.C. is a Brighton, MI firm with $170M under management, 607 clients and 1 adviser in one office, as of its March 2026 filing.

  1. Patrick Financial Group LLC.Current
    – present · under a year
    Brighton, MI · Adviser representative · Firm CRD 124610

Credentials and registrations

Investment adviser representative registrations

Liam Casey is registered as an investment adviser representative in Michigan, since October 2026.

  • MichiganSince 1 October 2026

Examinations

Series 651 October 2026
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Liam Frederick Casey
CRD
8338111
Firm
Patrick Financial Group · CRD 124610
Office
MILLPOND PARKE OFFICE BUILDING, 824 WEST GRAND RIVER AVENUE, Brighton, MI 48116
Registration
Investment adviser registration
In the industry since
September 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Liam Casey work?

Liam Casey is an investment adviser representative registered through Patrick Financial Group, L.L.C. since October 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Liam Casey a financial advisor?

Yes. Liam Casey has a current investment-adviser registration in Michigan, through Patrick Financial Group since October 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Liam Casey have?

Liam Casey has 0 years in the financial industry, since September 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Liam Casey passed?

Liam Casey passed the Series 65 in October 2026.

Source: IAPD individual record, checked 22 October 2026

Where is Liam Casey based?

Liam Casey’s registered office is in Brighton, MI.

Source: IAPD individual record, checked 22 October 2026

Is Liam Casey registered with FINRA?

No. Liam Casey has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Liam Casey’s record?

Search CRD 8338111 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Liam Casey’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Patrick Financial Group

Sources

  1. IAPD individual record, CRD 8338111, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Patrick Financial Group, L.L.C., filed 31 March 2026. Executive officers and direct owners; this person is not among them.
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