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LG

Lauren T. Gabele

CASCADE FINANCIAL PARTNERS
SAN DIEGO, CA 92130
Some features on this profile are disabled
CRD#: 7697902
LG

Professional summary

Lauren Trott Gabele, who also goes by Lauren Gabele, Lauren Michele Trott, is a registered financial advisor currently at CASCADE FINANCIAL PARTNERS, LLC located in San Diego, California.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lauren has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lauren Gabele | Lauren Michele Trott

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 Lauren Trott Gabele'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®
None

Experience

Current

April 28, 2026 - Present

CASCADE FINANCIAL PARTNERS, LLC

Office #1: 3579 Valley Centre Drive Suite 125, San Diego, CA 92130
RIA
CRD#: 326620
SAN DIEGO, CA
Past

February 10, 2023 - April 9, 2026

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".
CF
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
(4/28/2026)

Exams

Current Firm

CF
CASCADE FINANCIAL PARTNERS, LLC
AMPOAK LLC | CASCADE FINANCIAL PARTNERS, LLC

CRD#: 326620 / SEC#: 801-128042

RIA
Registered Investment Advisory firm - (5/26/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
8

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,069
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.

Company Information

CASCADE FINANCIAL PARTNERS, LLC

CRD#: 326620San Diego, CA 92130

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