Carson S. Young

CASCADE INVESTMENT GROUP

Colorado Springs, CO 80903

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CRD#: 7826667

Professional summary

Carson Scott Young is a registered financial advisor currently at CASCADE INVESTMENT GROUP, INC. located in Colorado Springs, Colorado.

Carson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Carson has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

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 Carson Scott Young's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Carson Scott Young'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

November 21, 2025 - Present

CASCADE INVESTMENT GROUP, INC.

Office #1: 444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903

RIA

CRD#: 35844

Colorado Springs, CO

Current

February 11, 2026 - Present

CASCADE INVESTMENT GROUP, INC.

Office #1: 444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903

RIA

CRD#: 35844

Colorado Springs, CO

Past

October 31, 2023 - July 15, 2025

FUTURE CAPITAL MANAGEMENT INC.

RIA

CRD#: 324378

CASTLE ROCK, CO

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 INVESTMENT GROUP, INC.

BJR & ASSOCIATES, INC | CASCADE INVESTMENT GROUP, INC.

CRD#: 35844 / SEC#: 801-53819, 8-46943

RIA

Registered Investment Advisory firm - SEC (2/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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

Colorado
(11/21/2025)

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: 10/10/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/11/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/2/2026

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

CASCADE INVESTMENT GROUP, INC.

BJR & ASSOCIATES, INC | CASCADE INVESTMENT GROUP, INC.

CRD#: 35844 / SEC#: 801-53819, 8-46943

RIA

Registered Investment Advisory firm - SEC (2/10/1997 Approved)

Broker-Dealer Firm Regulated by FINRA (Denver district office)

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Contact information

Main Address

444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903

Mailing Address

444 E. Pikes Peak Avenue Suite 200, Colorado Springs, CO 80903

Phone number

(719) 632-0818

Established

Colorado since 09/16/1993

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

SEC notice filing (11 States and Territories)

FINRA licenses (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV: FIRM BROCHURE (9/16/2025)

Direct owners and executive officers

Name	Position	CRD#
THE EASTERN COLORADO BANK	OWNER
WRUBEL, ROBERT GOLD	PRESIDENT/MANAGING DIRECTOR	4487197
RETHI, SCOTT ALEXANDER	CHIEF COMPLIANCE OFFICER	6524212

Regulatory assets under management

Total Number of Accounts	974
AUM (Assets Under Management)	$ 378,028,345

Disclosures

Regulatory Event

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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Advisor Monitoring

Firm Stability Insights

Carson S. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carson Scott Young's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Carson Scott Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

CASCADE INVESTMENT GROUP, INC.

FUTURE CAPITAL MANAGEMENT INC.

Primary Firm SEC Registration

CASCADE INVESTMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2023

Series 7TO

Date: 2/11/2026

SIE

Date: 1/2/2026

FINRA

Current Firm

CASCADE INVESTMENT GROUP, INC.

Contact information

SEC notice filing (11 States and Territories)

FINRA licenses (31 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CASCADE INVESTMENT GROUP, INC.

TRUST BUT VERIFY

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