Cascade Financial Management, Inc.

Cascade Financial Management, Inc. (CRD# 119030) is a financial advisory firm headquartered in Denver, CO. They manage $226,000,000 in 815 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $277,301
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, ID, IL, KY, LA, MO, MT, NC, NY, OH, OR, TX, WA

Financial Advisors at Cascade Financial Management, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
A N. Nelson
CRD#: 4726982
4710 Table Mesa Drive, Suite A, Boulder, CO 80305
96
Wealthminder
score

A Nelson (CRD# 4726982) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Boulder, CO and has over 13 years of experience in the finance industry. A Nelson 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.

2
Cynthia P. Ochal
CRD#: 2355884
4016 Henderson Blvd., Suite H, Tampa, FL 33629
96
Wealthminder
score

Cynthia Ochal (CRD# 2355884) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Tampa, FL and has over 18 years of experience in the finance industry. Cynthia Ochal 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.

3
Daniel A. Cantarovici
CRD#: 2557408
1512 Larimer Street, Suite 250, Denver, CO 80202
93
Wealthminder
score

Daniel Cantarovici (CRD# 2557408) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Denver, CO and has over 23 years of experience in the finance industry.

4
Timothy J. Kenkel
CRD#: 2547899
4710 Table Mesa Drive, Suite A, Boulder, CO 80305
93
Wealthminder
score

Timothy Kenkel (CRD# 2547899) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Boulder, CO and has over 18 years of experience in the finance industry.

5
Michael J. McCormick
CRD#: 5481003
950 17th Street, Suite 950, Denver, CO 80202
93
Wealthminder
score

Michael McCormick (CRD# 5481003) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Denver, CO and has over 9 years of experience in the finance industry.

6
Daniel A. Scott
CRD#: 1324019
4411 E Sunshine Suite E, Springfield, MO 65809
93
Wealthminder
score

Daniel Scott (CRD# 1324019) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Springfield, MO and has over 33 years of experience in the finance industry.

7
Jeffrey B. Bolton
CRD#: 6109394
950 17th Street, Suite 950, Denver, CO 80202
90
Wealthminder
score

Jeffrey Bolton (CRD# 6109394) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Denver, CO and has over 5 years of experience in the finance industry.

8
Ryan R. Foristal
CRD#: 5868947
950 17th Street, Suite 950, Denver, CO 80202
90
Wealthminder
score

Ryan Foristal (CRD# 5868947) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Denver, CO and has over 5 years of experience in the finance industry.

9
Alan D. Holman
CRD#: 3019671
950 17th Street, Suite 950, Denver, CO 80202
84
Wealthminder
score

Alan Holman (CRD# 3019671) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Denver, CO and has over 19 years of experience in the finance industry. Alan Holman 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.

10
Patricia A. Erickson
CRD#: 1210855
950 17th Street, Suite 950, Denver, CO 80202
83
Wealthminder
score

Patricia Erickson (CRD# 1210855) is an Investment Advisor Representative working at Cascade Financial Management, Inc. in Denver, CO and has over 34 years of experience in the finance industry.

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