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Chris Allen Ramsby
AdvisorCheck Check Mark

Chris A. Ramsby

CASCARA FINANCIAL PLANNING
LAKE OSWEGO, OR
CRD#: 8188482
Chris Allen Ramsby
AdvisorCheck Check Mark
Chris Allen RamsbyCASCARA FINANCIAL PLANNING

Professional summary

Chris Allen Ramsby, who also goes by Chris Ramsby, Christopher Ramsby, is a registered financial advisor currently at CASCARA FINANCIAL PLANNING LLC located in Lake Oswego, Oregon.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Chris has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Ramsby | Christopher Ramsby

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 Chris Allen Ramsby'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®
None

Education

University of Oregon

Bachelor of Science - Economics

2009

University of Portland

Certificate - Financial Planning

2011

Experience

Current

January 23, 2026 - Present

CASCARA FINANCIAL PLANNING LLC

RIA
CRD#: 339300
LAKE OSWEGO, OR

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
(1/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/3/2024
Uniform Investment Adviser Law Examination

Current Firm

CF
CASCARA FINANCIAL PLANNING LLC
CASCARA FINANCIAL PLANNING LLC

CRD#: 339300 / SEC#:

Oregon
Registered Investment Advisory firm - (1/23/2026 Approved)
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Contact information

Main Address
Lake Oswego, OR
Mailing Address
Phone number
(503) 869-7889
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

CASCARA FINANCIAL PLANNING LLC

CRD#: 339300Lake Oswego, OR

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