John Schniepp, financial advisor Bend OR
96 score

John Schniepp

CRD Number: 4576961
Current Firm: Cascade Financial Strategies

John Schniepp (CRD# 4576961) is an Investment Advisor Representative working at Cascade Financial Strategies in Bend, OR and has over 15 years of experience in the finance industry. John Schniepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cascade Financial Strategies Bend, OR Mar 2013 - Current 5
Lpl Financial LLC Bend, OR Mar 2013 - Jan 2016 2
Wells Fargo Advisors LLC Bend, OR May 2009 - Mar 2013 3
Wachovia Securities, LLC Bend, OR Feb 2009 - May 2009 < 1
Morgan Stanley & Company, Incorporated Bend, OR Apr 2007 - Feb 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for John A. Schniepp
Phone Number: 541-678-5475
Registered State(s):
  • CA
  • OR
  • ID
By the Numbers
  • Total Assets Under Management
    35
    MILLIONS
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $121,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, ID, OR, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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