CASCADE FINANCIAL STRATEGIES, LLC
Legal name: CASCADE FINANCIAL STRATEGIES
CRD #166610 SEC #801-132417 BEND, OR 541-678-5475
SEC Registered
Total AUM
$120.5M
Discretionary
$119.6M
Employees
2
Clients
10
Accounts
469
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHNIEPP, JOHN, ANDERSON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (3)
AZ CA OR
Address
243 SCALEHOUSE LOOP1A
BEND, OR 97702
United States
Phone: 541-678-5475