Cascade Financial Strategies

Cascade Financial Strategies (CRD# 166610) is a financial advisory firm headquartered in Bend, OR. They manage $15,500,000 in 132 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • Average Account Value
    $117,424
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
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.

CA, OR

Financial Advisors at Cascade Financial Strategies
Showing 1 - 2 of 2 top financial advisors.
1
John A. Schniepp
CRD#: 4576961
243 Scalehouse Loop, 3b, Bend, OR 97702
96
Wealthminder
score

John Schniepp (CRD# 4576961) is an Investment Advisor Representative working at Cascade Financial Strategies in Bend, OR and has over 14 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.

2
Ryan T. Andrews
CRD#: 4831330
243 Scalehouse Loop, 3b, Bend, OR 97702
88
Wealthminder
score

Ryan Andrews (CRD# 4831330) is an Investment Advisor Representative working at Cascade Financial Strategies in Bend, OR and has over 2 years of experience in the finance industry.

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