Lauren Trott Gabele
Investment adviser representative at Cascade Financial Partners, LLC
10 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.4BFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Cascade Financial Partners, LLCApr 2026 to now
- Mariner Wealth AdvisorsApr 2021 to Apr 2026
- JllAug 2017 to Apr 2021
- Shore To Shore PropertiesMay 2016 to Aug 2017
Designations
- ChFC®
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cascade Financial Partners, LLC
$1.4BAssets managed
283Clients
7Advisers
3 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
- 7697902
- Firm CRD
- 326620