Cascade Investment Group, Inc.

Cascade Investment Group, Inc. (CRD# 35844) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $341,926,350 in 940 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    342
    MILLION
  • Total Number of Accounts
    940
    ACCOUNTS
  • Average Account Value
    $363,751
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, IL, NC, NE, NH, NM, TX

Financial Advisors at Cascade Investment Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth M. Beach
CRD#: 708700
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903

Kenneth Beach (CRD# 708700) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 43 years of experience in the finance industry.

2
Theresa G. Brock
CRD#: 5481762
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903

Theresa Brock (CRD# 5481762) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.

3
Fermin J. Padilla
CRD#: 2727411
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903

Fermin Padilla (CRD# 2727411) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 27 years of experience in the finance industry.

4
Craig S. Ralston
CRD#: 1176957
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903

Craig Ralston (CRD# 1176957) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 40 years of experience in the finance industry.

5
Robert G. Wrubel
CRD#: 4487197
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO 80903

Robert Wrubel (CRD# 4487197) is an Investment Advisor Representative working at Cascade Investment Group, Inc. in Colorado Springs, CO and has over 22 years of experience in the finance industry.

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