John Anderson Schniepp

Employer firm

Cascade Financial Strategies CRD 166610

$151M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → Present
  Cascade Financial Strategies
  Bend, OR

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

• S66 Uniform Combined State Law Examination
  2002-10-18

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jack Schniepp
• Jack Schniepp