Cascadia Financial Planner LLC

Cascadia Financial Planner LLC (CRD# 154130) is a financial advisory firm headquartered in Beaverton, OR. They manage $1,700,000 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10700 Sw Bvrtn-hllsdl Hwy, #414, Beaverton, OR 97005
http://casplanner.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $85,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Cascadia Financial Planner LLC
Showing 1 - 1 of 1 top financial advisors.
1
Herbert Kim, financial advisor Beaverton OR
Herbert S. Kim
CRD#: 4480433
10700 Sw Bvrtn-hllsdl Hwy, #414, Beaverton, OR 97005

Herbert Kim (CRD# 4480433) is an Investment Advisor Representative working at Cascadia Financial Planner LLC in Beaverton, OR and has over 22 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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