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Natalie Elizabeth Dewindt

Cascade Financial Partners, LLC

San Diego, CA

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Current Employers
Cascade Financial Partners, Llc

3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-10
TX RA APPROVED 2024-04-30
  • CA RA
    APPROVED
    Since 2025-01-10
  • TX RA
    APPROVED
    Since 2024-04-30

Branch Locations

3579 Valley Centre Drive Suite 125, San Diego, CA 92130 • 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
Mariner Wealth Advisor San Diego CA 05/2014 09/2018
Creative Planning Overland Park KS 10/2018 08/2023
Cascade Financial Partners, Llc San Diego CA 08/2023 Present
Previous Registrations
  • 2018-10-15 → 2023-08-28
    Creative Planning
    Escondido, CA
    Overland Park, KS
    San Diego, CA
  • 2015-09-10 → 2018-10-15
    Mariner
    San Diego, CA
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-10
  • S65 Uniform Investment Adviser Law Examination
    2015-09-10
Designations

View on SEC IAPD

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