Casey Cleveland (CRD# 3065319) is an Investment Advisor Representative working at Horst & Graben Wealth Management, LLC in Portland, OR and has over 21 years of experience in the finance industry. Casey Cleveland 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horst & Graben Wealth Management, LLC | Lake Oswego, OR | Jun 2018 - Current | 5 |
| Royal Alliance Associates, Inc. | Lake Oswego, OR | Oct 2002 - Dec 2019 | 17 |
| Cgc Financial Services | Lake Oswego, OR | Sep 2006 - Oct 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- OR
- TX
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Total Assets Under Management650MILLIONS
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Total Number of Accounts2,482ACCOUNTS
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Average Account Value$261,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, CO, FL, ID, MT, NH, OR, TX, WA
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