Natalie E. Dewindt

CASCADE FINANCIAL PARTNERS

SAN DIEGO, CA 92130

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CRD#: 6465719

Professional summary

Natalie Elizabeth Dewindt, CFP® is a registered financial advisor currently at CASCADE FINANCIAL PARTNERS, LLC located in San Diego, California.

Natalie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Natalie has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Elizabeth Dewindt's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

August 28, 2023 - Present

CASCADE FINANCIAL PARTNERS, LLC

Office #1: 3579 Valley Centre Drive Suite 125, San Diego, CA 92130

RIA

CRD#: 326620

SAN DIEGO, CA

Past

October 15, 2018 - August 28, 2023

CREATIVE PLANNING

RIA

CRD#: 105348

SAN DIEGO, CA

Past

September 10, 2015 - October 15, 2018

MARINER WEALTH

RIA

CRD#: 140195

SAN DIEGO, CA

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 FINANCIAL PARTNERS, LLC

AMPOAK LLC | CASCADE FINANCIAL PARTNERS, LLC

CRD#: 326620 / SEC#: 801-128042

RIA

Registered Investment Advisory firm - (5/26/2023 Approved)

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

California
(8/28/2023)

IAR

Texas
(4/30/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2015

Uniform Investment Adviser Law Examination

Current Firm

CASCADE FINANCIAL PARTNERS, LLC

AMPOAK LLC | CASCADE FINANCIAL PARTNERS, LLC

CRD#: 326620 / SEC#: 801-128042

RIA

Registered Investment Advisory firm - (5/26/2023 Approved)

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Contact information

Main Address

3579 Valley Centre Drive Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 379-6701

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CASCADE ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,069
AUM (Assets Under Management)	$ 1,160,595,429

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Natalie E. Dewindt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Natalie Elizabeth Dewindt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASCADE FINANCIAL PARTNERS, LLC

CREATIVE PLANNING

MARINER WEALTH

Primary Firm SEC Registration

CASCADE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2015

Current Firm

CASCADE FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CASCADE FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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