Cascade Financial Strategies

Cascade Financial Strategies (CRD# 166610) is a financial advisory firm headquartered in Bend, OR. They manage $102,208,500 in 481 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
243 Scalehouse Loop, 1a, Bend, OR 97702
https://www.youtube.com/channel/ucodrgnwrdgxxihpfmwwpw_w
By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $212,492
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Cascade Financial Strategies
Showing 1 - 1 of 1 top financial advisors.
1
John Schniepp, financial advisor Bend OR
John A. Schniepp
CRD#: 4576961
243 Scalehouse Loop, 1a, Bend, OR 97702

John Schniepp (CRD# 4576961) is an Investment Advisor Representative working at Cascade Financial Strategies in Bend, OR and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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