Cascadia Financial Planner LLC

Cascadia Financial Planner LLC (CRD# 154130) is a financial advisory firm headquartered in Tigard, OR. They manage $1,500,000 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $38,462
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OR

Financial Advisors at Cascadia Financial Planner LLC
Showing 1 - 1 of 1 top financial advisors.
1
Herbert S. Kim
CRD#: 4480433
9430 Sw Coral St, #202, Tigard, OR 97223
96
Wealthminder
score

Herbert Kim (CRD# 4480433) is an Investment Advisor Representative working at Cascadia Financial Planner LLC in Tigard, OR and has over 14 years of experience in the finance industry. Herbert Kim 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.

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