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    Cascadia Wealth Management

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    Description

    • Cascadia Wealth Management has been assisting individuals and businesses since 1999. We currently have 30 Financial Advisors with an average 15 years of experience. Many hold various professional designations and qualified representatives are licensed to sell a variety of investment and insurance products. Our firm is completely independent, so our loyalty belongs exclusively to our clients -- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders.Investment Adviser Representative offering Securities and Investment Advisory services throughCetera Advisors LLC, member FINRA/SIPCCascadia Wealth Management is an Independent company separate from Cetera Advisors
    • location

      Headquarters:8050 Southwest Pfaffle Street #100, Portland, Oregon, United States

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    • Cascadia Wealth Management phone

      Phone Number: +1 503-620-5236

    • Cascadia Wealth Management website

      Website: https://www.cascadiawm.com

    • Cascadia Wealth Management employees

      Employees:25

    • Cascadia Wealth Management revenue

      Revenue:$1 - 10M

    • Cascadia Wealth Management legal name

      Legal Name:Cascadia Wealth Management

    • Cascadia Wealth Management's Social Media

      Cascadia Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Cascadia Wealth Management

    Doug Perry

    President

    Person level website visitor identification

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    View Employees

    Doug Perry

    President

    David Glauser

    Southern Oregon Regional Manager

    Dale Schlueter

    Business Development Manager

    Frequently Asked Questions regarding Cascadia Wealth Management

    • Where are Cascadia Wealth Management's Headquarters?

      Cascadia Wealth Management's Headquarters are in 8050 Southwest Pfaffle Street #100,Portland,Oregon,United States

    • What is Cascadia Wealth Management's phone number?

      Cascadia Wealth Management's phone number is +1 503-620-5236

    • What is Cascadia Wealth Management's official website?

      Cascadia Wealth Management's official website is https://www.cascadiawm.com

    • What is Cascadia Wealth Management's Revenue?

      Cascadia Wealth Management's revenue is $1 - 10M

    • What is Cascadia Wealth Management's NAICS code?

      Cascadia Wealth Management's NAICS code is 523930

    • How many employees are working in Cascadia Wealth Management

      Cascadia Wealth Management has 25 employees

    • What is Cascadia Wealth Management's Industry?

      Cascadia Wealth Management is in the industry of Financial Services

    • Who is Cascadia Wealth Management's President?

      Cascadia Wealth Management's President is Doug Perry

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