Investment adviser representative · Cascade Wealth Advisors, Inc.
Steven J. Olds
CRD 6619521 · Wenatchee, WA
At a glance
Steven J. Olds is an investment adviser representative with Cascade Wealth Advisors, Inc. in Wenatchee, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2019, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Cascade Wealth Advisors, Inc.Since September 2026Wenatchee, WA · $228M in regulatory assets
SEC adviser record
- Registered since
- 2019 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cascade Wealth Advisors, Inc.
- Scott T. BlaesingWenatchee · Certified Financial Planner
- Bradley T. Vander VeldeWenatchee
Every advisor at Cascade Wealth Advisors, Inc. →Cascade Wealth Advisors, Inc.: assets, clients and custodians →Financial advisors in Wenatchee, WA →Every Cascade Wealth Advisors, Inc. advisor in Wenatchee →Advisor Moves: who changed firms this week →