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Bradley Troy Vander Velde

Cascade Wealth Advisors, Inc

Wenatchee, WA

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Current Employers
Cascade Wealth Advisors, Inc

135 S Worthen St Suite 300, Wenatchee, WA 98801 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-08-08
WA RA APPROVED 2024-08-06
  • LA RA
    APPROVED
    Since 2025-08-08
  • WA RA
    APPROVED
    Since 2024-08-06

Branch Locations

135 S Worthen St Suite 300, Wenatchee, WA 98801 • 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
Homchick Smith & Associates Wenatchee WA 12/2019 10/2021
Capincrouse Llp Colorado Springs CO 09/2017 12/2019
Bdo Usa, Llp Chicago IL 01/2015 07/2017
Telos Wealth Management Wenatchee WA 04/2024 06/2024
Commonwealth Financial Network Wenatchee WA 12/2021 03/2024
Cascade Wealth Advisors, Inc Wenatchee WA 07/2024 Present
  • 12/2019 → 10/2021
    Homchick Smith & Associates
    Wenatchee, WA
  • 09/2017 → 12/2019
    Capincrouse Llp
    Colorado Springs, CO
  • 01/2015 → 07/2017
    Bdo Usa, Llp
    Chicago, IL
  • 04/2024 → 06/2024
    Telos Wealth Management
    Wenatchee, WA
  • 12/2021 → 03/2024
    Commonwealth Financial Network
    Wenatchee, WA
  • 07/2024 → Present
    Cascade Wealth Advisors, Inc
    Wenatchee, WA
Previous Registrations
Other Businesses

I perform CPA services for Cascade Tax & Accounting Services. I am an independent contractor and paid per return. No commissions.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-01-07

View on SEC IAPD

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CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
DOMINION PORTFOLIO MANAGEMENT, INC.

Other Investors

KIMBERLY MAE JOHNSON
JAMES EVAN CUMALANDER
Steven Gary Hoglund
Mitchell Clancy Meyers
JOSEPH B JOHNSON
Richard Viall
Charles Gordon Naismith
DAVID WAYNE PARSONS

Other Offices

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · Wenatchee, WA
CAPTRUST · Wenatchee, WA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WENATCHEE, WA
OSAIC WEALTH, INC. · WENATCHEE, WA
LPL FINANCIAL LLC · WENATCHEE, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wenatchee, WA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WENATCHEE, WA
LPL FINANCIAL LLC · WENATCHEE, WA

More in Wenatchee, WA

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