Scott T. Blaesing
CASCADE WEALTH ADVISORS,
Wenatchee, WA 98801
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CRD#: 5954881
Professional summary
Scott Thomas Blaesing, CFP® is a registered financial advisor currently at CASCADE WEALTH ADVISORS, INC located in Wenatchee, Washington.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Scott has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Business Succession Planning
Retirement Planning
Comprehensive Financial Planni...
Tax Planning
Estate Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Estate & Generational Planning...
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CASCADE TAX & ACCOUNTING, NON-INVESTMENT, 135 S WORTHEN ST, SUITE 300, WENATCHEE, WA, CERTIFIED PUBLIC ACCOUNTING FIRM,PRINCIPAL, DECEMBER 2010, 30% OF MY TIME IS DEVOTED TO CPA PRACTICE, TAX, ACCOUNTING AND BUSINESS CONSULTING DUTIES
CRS (Client Relationship Summary) - RIA
Click below to view Scott Thomas Blaesing's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2014
Experience
Current
October 20, 2011 - Present
CASCADE WEALTH ADVISORS, INC
Office #1: 135 S Worthen St Suite 300, Wenatchee, WA 98801RIA
CRD#: 158470
Wenatchee, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CASCADE WEALTH ADVISORS, INC
CASCADE WEALTH ADVISORS, INC
CRD#: 158470 / SEC#: 801-122620
RIA
Registered Investment Advisory firm - (11/4/2021 Approved)Washington
Registered Investment Advisory firm - (3/30/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(10/20/2011)
Current Firm
CASCADE WEALTH ADVISORS, INC
CASCADE WEALTH ADVISORS, INC
CRD#: 158470 / SEC#: 801-122620
RIA
Registered Investment Advisory firm - (11/4/2021 Approved)Washington
Registered Investment Advisory firm - (3/30/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
135 S Worthen St Suite 300, Wenatchee, WA 98801
Mailing Address
Po Box 3281, Wenatchee, WA 98807
Phone number
(509) 886-8866
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 269 |
| AUM (Assets Under Management) | $ 162,466,710 |
Red Flags
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