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RIA / WealthAdvisor10 years in industry

MARC ALLAN EPPINGER

Advisor at CASCADE FINANCIAL STRATEGIES

BEND, OR

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Search this name across graphsid dfx:ria:1b37ee0c-aa5f-c323-c6d6-643f4915e0f5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 6:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 1, 2019 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CASCADE FINANCIAL STRATEGIES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Nov 1, 2019
First registration: Nov 1, 2019
Dual registered: no
IAPD individual key: 7175513

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CASCADE FINANCIAL STRATEGIES	Independent wealth	Jun 6, 2023	n/a	yes	BEND, OR	Current employment
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Aug 9, 2023	no	Bend, OR\|GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Dec 13, 2021	Apr 3, 2023	no	Bend, OR\|GREENWOOD VILLAGE, CO\|Dallas, TX	Previous registration
FISHER INVESTMENTS	Independent wealth	Nov 1, 2019	Nov 24, 2021	no	PLANO, TX\|CAMAS, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EMPOWER ADVISORY GROUP, LLC	CASCADE FINANCIAL STRATEGIES	Aug 9, 2023	Jun 6, 2023	-64	Firm change after gap	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
FISHER INVESTMENTS	PERSONAL CAPITAL ADVISORS CORPORATION	Nov 24, 2021	Dec 13, 2021	19	Firm change	RIA to RIA

Relationships

Registered with (4)

→ CASCADE FINANCIAL STRATEGIESRegistered adviserregistration: current employment
Jun 6, 2023 to presentfactForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Aug 9, 2023factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Dec 13, 2021 to Apr 3, 2023factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
Nov 1, 2019 to Nov 24, 2021factForm ADV

Dated events

Occurred
Aug 9, 2023
Advisor changed firm
Marc Allan Eppinger left Empower Advisory Group, Llc for Cascade Financial Strategies (registered 2023-06-06)
Form ADVobserved 6 days ago