Theresa G Brock
Investment adviser representative at Cascade Investment Group, Inc.
16 yearsExperience
2 statesRegistered in
$419.9MFirm assets
29 yearsFirm in business
Are you Theresa G Brock? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
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
16 years in the industry.
- Cascade Investment Group, Inc.Mar 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cascade Investment Group, Inc.
$419.9MAssets managed
623Clients
4Advisers
29 yearsIn 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
- 5481762
- Firm CRD
- 35844