KM
Katie M. Martin Hewitt
CASCADE FINANCIAL STRATEGIES
Bend, OR 97702
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CRD#: 7529409
KM
Professional summary
Katie Marie Martin Hewitt, who also goes by Katie Marie Martin, Katie Martin Hewitt, is a registered financial advisor currently at CASCADE FINANCIAL STRATEGIES located in Bend, Oregon.
Katie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Katie has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Katie Marie Martin | Katie Martin Hewitt
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 Katie Marie Martin Hewitt'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
December 2, 2025 - Present
CASCADE FINANCIAL STRATEGIES
Office #1: 243 Scalehouse Loop 1a, Bend, OR 97702RIA
CRD#: 166610
Bend, OR
Past
October 4, 2024 - August 28, 2025
THE H GROUP, INC.
RIA
CRD#: 106801
Salem, OR
Past
March 20, 2023 - March 5, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Salem, OR
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
Oregon(12/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/18/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
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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Check for any disclosures as part of your thorough research when choosing an advisor.
