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Marc Allan Eppinger

Cascade Financial Strategies

Bend, OR

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Current Employers
Cascade Financial Strategies

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-06-14
CA RA APPROVED 2023-06-07
OR RA APPROVED 2023-06-06
  • AZ RA
    APPROVED
    Since 2024-06-14
  • CA RA
    APPROVED
    Since 2023-06-07
  • OR RA
    APPROVED
    Since 2023-06-06

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
Fisher Investments Camas WA 01/2018 09/2019
Aspen Capital Beaverton OR 04/2016 01/2018
Personal Capital Advisors Corporation Bend OR 12/2021 04/2023
Empower Greenwood Village CO 12/2021 06/2023
Cascade Financial Strategies Bend OR 06/2023 Present
Fisher Investments Camas WA 09/2019 12/2021
Eras Wealth Partners Llc Bend OR 07/2026 Present
  • 01/2018 → 09/2019
    Fisher Investments
    Camas, WA
  • 04/2016 → 01/2018
    Aspen Capital
    Beaverton, OR
  • 12/2021 → 04/2023
    Personal Capital Advisors Corporation
    Bend, OR
  • 12/2021 → 06/2023
    Empower
    Greenwood Village, CO
  • 06/2023 → Present
    Cascade Financial Strategies
    Bend, OR
  • 09/2019 → 12/2021
    Fisher Investments
    Camas, WA
  • 07/2026 → Present
    Eras Wealth Partners Llc
    Bend, OR
Previous Registrations
  • 2023-04-03 → 2023-08-09
    Empower Advisory Group, Llc
    Bend, OR
    Greenwood Village, CO
    Greenwood Village, CO
  • 2021-12-13 → 2023-04-03
    Personal Capital Advisors Corporation
    Greenwood Village, CO
    Dallas, TX
    Bend, OR
  • 2019-11-01 → 2021-11-24
    Fisher Investments
    Camas, WA
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-01
  • S65 Uniform Investment Adviser Law Examination
    2019-11-01

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

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