Cassidy Stevick, financial advisor Olympia WA

Cassidy Stevick

CRD Number: 6598585
Current Firm: Columbia River Advisors

Cassidy Stevick (CRD# 6598585) is an Investment Advisor Representative working at Columbia River Advisors in Olympia, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Prentice Wealth Management Llc Dba Prentice Financial Planning Olympia, WA Jan 2017 - Current 4
Columbia River Advisors Tacoma, WA Jun 2015 - Current 6
St. Martin's University Lacey, WA Feb 2015 - Current 6
Olympia High School Olympia, WA Feb 2015 - May 2015 < 1
Human Body Works Lacey, WA Feb 2015 - May 2015 < 1
Na - Extended Travel Olympia, WA Oct 2014 - Feb 2015 < 1
Rand Creek Ranch Wapiti, WY May 2014 - Oct 2014 < 1
Whitworth University Spokane, WA Sep 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2016
Contact Info for Cassidy A. Stevick
Phone Number: (253) 589-1401
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    442
    MILLIONS
  • Total Number of Accounts
    985
    ACCOUNTS
  • Average Account Value
    $448,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States

AK, CA, FL, IN, MT, NC, OH, OR, WA, WI

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