CASCADE FINANCIAL PARTNERS, LLC

CRD #326620 SEC #801-128042 SAN DIEGO, CA 858-379-6701

SEC Registered

Total AUM

$1.2B

Discretionary

$1.1B

Employees

Clients

Accounts

1,069

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 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
SUZARA, MONICA, Y.	I	PRINCIPAL	NA
KRAUSE, SHAUNA, MARIE	I	MANAGING PRINCIPAL / CCO	E	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	D	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	D	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	D	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	D	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	D	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	D	Control
KRAUSE, BRIAN, PETER	I	MANAGING PRINCIPAL / CCO	C	Control
KRAUSE, BRIAN, PETER	I	MANAGING PRINCIPAL / CCO	C	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	C	Control
KRAUSE, BRIAN, PETER	I	MANAGING PRINCIPAL / CCO	C	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	C	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	C	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	C	Control
KRAUSE, BRIAN, PETER	I	MANAGING MEMBER / CCO	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING PRINCIPAL	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING PRINCIPAL	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING PRINCIPAL	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
MCCULLOCH, JEFFREY, SCOTT	I	MANAGING MEMBER	C	Control
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	B
Horton, Darien, Lee	I	PRINCIPAL	B
ACOSTA, CARLEEN	I	PRINCIPAL	A
ACOSTA, CARLEEN	I	PRINCIPAL	A
ACOSTA, CARLEEN	I	PRINCIPAL	A
ACOSTA, CARLEEN	I	PRINCIPAL	A
ACOSTA, CARLEEN	I	PRINCIPAL	A
ACOSTA, CARLEEN	I	PRINCIPAL	A
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	A
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	A
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	A
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	A
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	A
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	A
Dewindt, NATALIE, ELIZABETH	I	PRINCIPAL	A
Horton, Darien, Lee	I	PRINCIPAL	A
Horton, Darien, Lee	I	PRINCIPAL	A
Horton, Darien, Lee	I	PRINCIPAL	A
Horton, Darien, Lee	I	PRINCIPAL	A
Horton, Darien, Lee	I	PRINCIPAL	A
Horton, Darien, Lee	I	PRINCIPAL	A
Horton, Darien, Lee	I	PRINCIPAL	A
SUZARA, MONICA, Y.	I	PRINCIPAL	A
SUZARA, MONICA, Y.	I	PRINCIPAL	A
SUZARA, MONICA, Y.	I	PRINCIPAL	A
SUZARA, MONICA, Y.	I	PRINCIPAL	A
SUZARA, MONICA, Y.	I	PRINCIPAL	A

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (11)

AZ CA LA MA MI NH NJ NV NY TX UT

Address

3579 VALLEY CENTRE DRIVE
SUITE 125
SAN DIEGO, CA 92130
United States

Phone: 858-379-6701