Cade Bergen Isakson
Investment adviser representative at Dunham
10 yearsExperience
1 stateRegistered in
$5.6BFirm assets
40 yearsFirm 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 assetsFixed or flat feePerformance-based
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.
- DunhamMay 2024 to now
- Dunham & Associates Investment Counsel, IncJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- Hot Tub CruisinJan 2023 to May 2023
- Mission Bay Sports CenterMay 2022 to Jan 2023
- StudentAug 2021 to May 2022
- ToyotaJan 2021 to Aug 2021
- StudentSep 2020 to Jan 2021
- Foothills FarmJun 2020 to Aug 2020
- StarbucksApr 2019 to Jun 2020
- Big 5 Sporting GoodsFeb 2019 to Jun 2020
- StudentSep 2013 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Dunham
Legal name: Dunham & Associates Investment Counsel, Inc.
$5.6BAssets managed
13,155Clients
31Advisers
40 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
- 7795635
- Firm CRD
- 13162