Katie Marie Martin hewitt
Investment adviser representative at Cascade Financial Strategies
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Cascade Financial StrategiesOct 2025 to now
- The H Group, Inc.Apr 2024 to Aug 2025
- Northwestern Mutual Wealth Management CompanyApr 2023 to Feb 2024
- Northwestern Mutual Investment Services LLCAug 2022 to Feb 2024
- Northwestern Mutual Life Insurance CompanyApr 2022 to Feb 2024
- Dakota Construction Services Inc and West Coast Metal Fab IncDec 2021 to Mar 2022
- Johnson Glaze and Co Pc and Jgc Wealth Management LLCSep 2013 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7529409
- Firm CRD
- 166610