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Darien Lee Horton

Cascade Financial Partners, LLC

San Diego, CA

CRD 6689178

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Employer firm

Cascade Financial Partners, LLC CRD 326620

$1.38B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Cascade Financial Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-04-30
CA RA APPROVED 2023-08-28
  • TX RA
    APPROVED_RES
    Since 2024-04-30
  • CA RA
    APPROVED
    Since 2023-08-28

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
Jackson Wealth Management Group, Inc. San Diego CA 06/2016 02/2020
Creative Planning, Inc. Overland Park KS 03/2020 08/2023
Cascade Financial Partners, Llc San Diego CA 08/2023 Present
  • 06/2016 → 02/2020
    Jackson Wealth Management Group, Inc.
    San Diego, CA
  • 03/2020 → 08/2023
    Creative Planning, Inc.
    Overland Park, KS
  • 08/2023 → Present
    Cascade Financial Partners, Llc
    San Diego, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-26
  • S65 Uniform Investment Adviser Law Examination
    2016-09-26
Designations
  • Certified Financial Planner
Other Names
  • Darien Lee Bird

View on SEC IAPD

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