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CASCADE FINANCIAL STRATEGIES, LLC, CRD 166610
BEND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARC ALLAN EPPINGER | n/a | BEND, OR | 3 | 10 | 3 | no |
| JOHN ANDERSON SCHNIEPP | Certified Financial Planner|Chartered Financial Consultant | BEND, OR | 2 | 23 | 5 | no |
| Katie Marie Martin Hewitt | n/a | BEND, OR | 0 | 13 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SCHNIEPP, JOHN, ANDERSON | OWNER/CHIEF COMPLIANCE OFFICER | E | yes | 01/2013 | Mar 20, 2026 | Mar 20, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $151M | $150M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Mar 14, 2025 | $120M | $120M | 2 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $151M | $120M | 25.2% | n/a | n/a | 5 | 2 | 0 | 0 |