Meet the Investment Team
Casey Madsen, ChFC®, ChFEBCSM
LPL Financial Planner
Casey serves as our LPL Financial Planner—helping members better understand their financial objectives and the options they have to pursue those goals. He is an LPL Investment Advisor Representative, holding both the Chartered Financial Consultant® designation and Chartered Federal Employee Benefits Consultant designationSM. He is a lifelong Crane Credit Union member and grew up in Odon, IN. He graduated from North Daviess High School before attending the University of Indianapolis. Casey is passionate about financial literacy and helping clients make informed decisions. He and his wife reside in Bloomington with their young son. He enjoys golf, is an avid board game fan, and will attend any event at the Indianapolis Motor Speedway.
MaKayla Toth
Investment Services Coordinator
MaKayla serves as our Investment Services Coordinator—facilitating member needs to provide an enhanced client experience. She is the first point of contact for clients and handles everything from processing account paperwork and distributions to scheduling appointments. MaKayla is a graduate of Owen Valley High School and is based in our Spencer branch. When she is not helping members, MaKayla can be found playing with her dog or enjoying the great outdoors.
Want to learn more? Contact us today.
Speak with our financial planning team for your no-obligation consultation. Complete the form below or call us direct at 812-863-7574 to schedule your appointment. We look forward to meeting with you soon.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Crane Credit union and Crane Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Crane Investment Services, and may also be employees of Crane Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Crane Credit Union or Crane Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
|---|
Crane Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Crane Credit Union for these referrals. This creates an incentive for Crane Credit Union to make these referrals, resulting in a conflict of interest. Crane Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
