Casey Dreyer, CFP®, CLU®, ChFC®, CASL®, RICP® in

Casey Dreyer, CFP®, CLU®, ChFC®, CASL®, RICP®

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Fee-Based Wealth Management Advisor at Prosperity Planning Partners | Northwestern Mutual Wealth Management Company
📍 North Liberty, Iowa, United States

Casey Dreyer is a Fee-Based Wealth Management Advisor with Prosperity Planning Partners | Northwestern Mutual. He specializes in "Financial Independence Planning," a philosophy focused on helping people use their wealth to gain control over their time and live their desired life, rather than focusing solely on traditional retirement metrics.

He is a board member for The 99th Squadron, a non-profit organization that provides educational opportunities in aviation for young people. Casey is a graduate of the University of Iowa and enjoys Hawkeye sports and playing golf.

He lives in the Cedar Rapids, Iowa area with his wife and their two daughters.

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Experience
26 Years
Current Role
Fee-Based Wealth Management Advisor
Location
North Liberty, Iowa, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Casey cares about

Financial Independence
His entire professional focus is on "Financial Independence Planning," helping clients use their wealth to get more "LIFE out of their WEALTH" and control their time.
Retirement Strategy
Actively discusses strategies for retiring earlier than expected and technical details like Required Minimum Distributions (RMDs), indicating a focus on comprehensive retirement solutions.
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Career

Work history

2-2000
Fee-Based Wealth Management Advisor
Prosperity Planning Partners | Northwestern Mutual Wealth Management Company
In the press

Media appearances

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Education
1995 - 1999
Education details unavailable
University of Iowa
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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