Financial ADVSR advisor directory · SEC adviser records
Cascade Financial Strategies financial advisors in Oregon
Every SEC-registered investment adviser representative at a Cascade Financial Strategies office in Oregon, by city and A to Z.
The short answer
3 registered advisors work at Cascade Financial Strategies in Oregon, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Bend (3). 1 list the CFP designation and 0 are also registered broker representatives.
Cascade Financial Strategies advisors by city in Oregon
Every firm in Oregon →Cascade Financial Strategies advisors in Oregon, A to Z
Search by name →- Marc A. EppingerBend
- Katie M. Martin HewittBend
- John A. SchnieppBend · Certified Financial Planner, Chartered Financial Consultant
Cascade Financial Strategies advisors in every state →Cascade Financial Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Cascade Financial Strategies financial advisors are in Oregon?
3 investment adviser representatives are registered at Cascade Financial Strategies offices in Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Oregon does Cascade Financial Strategies have the most advisors?
Bend, with 3. Cascade Financial Strategies has advisors in 1 city in Oregon.
How do I check a Cascade Financial Strategies advisor in Oregon?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cascade Financial Strategies office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.