Cascadia Investment Consultants

Cascadia Investment Consultants (CRD# 154851) is a financial advisory firm headquartered in Eugene, OR. They manage $14,786,952 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Other
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.


Financial Advisors at Cascadia Investment Consultants
Showing 1 - 1 of 1 top financial advisors.
Wayne M. Lottinville
CRD#: 2733882
1600 Valley River Drive, Suite 370, Eugene, OR 97401

Wayne Lottinville (CRD# 2733882) is an Investment Advisor Representative working at Cascadia Investment Consultants in Eugene, OR and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.