Best Investors Account Sign in
Inactive

John Anderson Schniepp

Cascade Financial Strategies

Bend, OR

Claim This Profile
Current Employers
Cascade Financial Strategies

243 Scalehouse Loop 1A, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-21
OR RA APPROVED 2025-07-21
AZ RA APPROVED 2024-06-14
  • CA RA
    APPROVED
    Since 2025-07-21
  • OR RA
    APPROVED
    Since 2025-07-21
  • AZ RA
    APPROVED
    Since 2024-06-14

Branch Locations

243 Scalehouse Loop 1A, Bend, OR 97702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cascade Financial Strategies Bend OR 03/2013 Present
Previous Registrations
  • 2013-03-20 → 2016-01-27
    Lpl Financial Llc
    Bend, OR
    San Diego, CA
    Bend, OR
  • 2009-08-20 → 2013-03-21
    Wells Fargo Clearing Services, Llc
    Bend, OR
  • 2007-04-02 → 2009-03-12
    Morgan Stanley & Co. Llc
    Bend, OR
  • 2005-10-07 → 2007-04-02
    Morgan Stanley Dw Inc.
    Bend, OR
    Bend, OR
  • 2003-04-25 → 2005-08-29
    Morgan Stanley Dw Inc.
    Bend, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-18
  • S66 Uniform Combined State Law Examination
    2002-10-18
Designations
Other Names
  • Jack Schniepp
  • Jack Schniepp

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor