Marc Allan Eppinger
Investment adviser representative at Cascade Financial Strategies
10 yearsExperience
3 statesRegistered in
$150.9MFirm assets
1 yearFirm in business
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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
10 years in the industry.
- Eras Wealth Partners LLCJul 2026 to now
- Cascade Financial StrategiesJun 2023 to now
- EmpowerDec 2021 to Jun 2023
- Personal Capital Advisors CorporationDec 2021 to Apr 2023
- Fisher InvestmentsJan 2018 to Dec 2021
- Aspen CapitalApr 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7175513
- Firm CRD
- 166610