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John Anderson Schniepp

Investment adviser representative at Cascade Financial Strategies
13 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$150.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

13 years in the industry.

  1. Cascade Financial StrategiesMar 2013 to now

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 3 states (AZ, CA, OR).

Cascade Financial Strategies

Legal name: Cascade Financial Strategies, LLC

$150.9MAssets managed
309Clients
3Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4576961
Firm CRD
166610
Advisor's SEC record (opens in a new tab)
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