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12671 High Bluff Dr Suite 200, San Diego, CA 92130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2021-10-13 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| At & T Wireless | Portland | OR | 06/1999 | Present |
| Brady Financial Planners | Slem | OR | 07/2011 | Present |
| Voya Financial Advisors | Salem | OR | 09/2014 | 10/2019 |
| Independent Financial Group | South Salem | OR | 10/2019 | Present |
(1) CASCADE PACIFIC FINANCIAL PLANNERS POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 07/09/2020 ADDRESS: 195 Owens St S, Salem OR 97302, United States DESCRIPTION: 50 % OWNER OF DBA CASCADE PACIFIC FINANCIAL PLANNERS FOR MARKETING PURPOSES (2) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 09/04/2003 ADDRESS: 195 Owens St S, Salem OR 97302, United States DESCRIPTION: OR INSURANCE AGENT OFFERING VARIOUS TYPES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
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