Cascade Financial Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Alan Holman is a certified financial planner working in Denver, Colorado, who has been in the financial industry for 13 years. Holman currently works for Cascade Financial Management, Inc. Holman has gained experience at Clifton Gunderson Financial Advisors L.L.C, Cg Brokerage L.L.C, Geneos Wealth Management Inc, Alan Holman Cfp, Adrian & Associates Inc and Cascade Financial Management. Holman maintains a Series 63 license, qualifying them as a securities broker, and is approved to serve investors in Colorado and Texas. Cascade Financial Management, Inc is a firm that has its headquarters in Denver, Colorado. The company has offices in five locations and a total of 19 employees. It manages $258 million in assets under management across its 982 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 982 accounts, 16% are held by high-net-worth clients who have at least $1 million in assets. Cascade Financial Management, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually vary depending on the type of financial services provided. However, fees charged by Cascade Financial Management, Inc may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Cascade Financial Management, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alan Holman Work History
Alan has 13 years of experience.
Cascade Financial Management
Alan Holman Cfp
Adrian & Associates Inc
Geneos Wealth Management Inc
Cg Brokerage L.L.C
Clifton Gunderson Financial Advisors L.L.C
Alan Holman has disclosures.
Please visit their SEC profile for more details.