ME
Marc A. Eppinger
CASCADE FINANCIAL STRATEGIES
Bend, OR 97702
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CRD#: 7175513
ME
Professional summary
Marc Allan Eppinger is a registered financial advisor currently at CASCADE FINANCIAL STRATEGIES located in Bend, Oregon.
Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Marc has worked at 4 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.
CRS (Client Relationship Summary) - RIA
Click below to view Marc Allan Eppinger'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®
NoneExperience
Current
June 6, 2023 - Present
CASCADE FINANCIAL STRATEGIES
Office #1: 243 Scalehouse Loop 1a, Bend, OR 97702RIA
CRD#: 166610
Bend, OR
Past
April 3, 2023 - August 9, 2023
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
Bend, OR
Past
December 13, 2021 - April 3, 2023
PERSONAL CAPITAL ADVISORS CORPORATION
RIA
CRD#: 155172
Bend, OR
Past
November 1, 2019 - November 24, 2021
FISHER INVESTMENTS
RIA
CRD#: 107342
CAMAS, 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".
CF
CASCADE FINANCIAL STRATEGIES
BEND CAPITAL STRATEGIES | SCHNIEPP, JOHN ANDERSON | CASCADE FINANCIAL STRATEGIES, LLC | CASCADE FINANCIAL STRATEGIES
CRD#: 166610 / SEC#: 801-132417
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Arizona
Registered Investment Advisory firm - (5/13/2025 Terminated)California
Registered Investment Advisory firm - (6/12/2025 Terminated)Idaho
Registered Investment Advisory firm - (11/7/2022 Terminated)Maryland
Registered Investment Advisory firm - (7/28/2017 Terminated)Oregon
Registered Investment Advisory firm - (5/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/14/2022 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
Arizona(6/14/2024)
IAR
California(6/7/2023)
IAR
Oregon(6/6/2023)
Current Firm
CF
CASCADE FINANCIAL STRATEGIES
BEND CAPITAL STRATEGIES | SCHNIEPP, JOHN ANDERSON | CASCADE FINANCIAL STRATEGIES, LLC | CASCADE FINANCIAL STRATEGIES
CRD#: 166610 / SEC#: 801-132417
RIA
Registered Investment Advisory firm - (4/14/2025 Approved)Arizona
Registered Investment Advisory firm - (5/13/2025 Terminated)California
Registered Investment Advisory firm - (6/12/2025 Terminated)Idaho
Registered Investment Advisory firm - (11/7/2022 Terminated)Maryland
Registered Investment Advisory firm - (7/28/2017 Terminated)Oregon
Registered Investment Advisory firm - (5/22/2025 Terminated)Texas
Registered Investment Advisory firm - (9/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
243 Scalehouse Loop 1a, Bend, OR 97702
Mailing Address
Phone number
(541) 678-5475
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 120,487,492 |
Red Flags
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