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Financial ADVSR advisor directory · SEC adviser records

Cascade Financial Strategies financial advisors in Bend, OR

Every SEC-registered investment adviser representative at a Cascade Financial Strategies office in Bend, A to Z.

3 registered advisors work at Cascade Financial Strategies in Bend, out of 3 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Cascade Financial Strategies advisors in Bend, A to Z

Every Cascade Financial Strategies advisor →

Cascade Financial Strategies advisors in every city and state →Cascade Financial Strategies: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Bend

All Bend advisors →

LPL Financial LLC 20RBC Capital Markets, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Morgan Stanley 16Raymond James Financial Services Advisors, Inc. 15Edward Jones 14Osaic Wealth, Inc. 9D.A. Davidson & Co. 7J.P. Morgan Securities LLC 5Raymond James & Associates, Inc. 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5

Questions

How many financial advisors does Cascade Financial Strategies have in Bend?

3 investment adviser representatives are registered at Cascade Financial Strategies offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Cascade Financial Strategies one of the largest advisor employers in Bend?

Cascade Financial Strategies ranks number 22 in Bend by registered advisors; LPL Financial LLC has the most, with 20.

How do I check a Cascade Financial Strategies advisor in Bend?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.