John
Vansant
Cascade Financial Management, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
John Vansant is a financial advisor whose office is in Denver, Colorado. Currently a registered financial advisor at Cascade Financial Management, Inc, Vansant has 13 years of practice in the financial advisory industry. Vansant holds Series 65 and Series 63 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Vansant is able to operate based out of Illinois. Vansant has spent their entire career at Cascade Financial Management, Inc. Cascade Financial Management, Inc is headquartered in Denver, Colorado, and has five other offices in the nation. As an advisory firm, Cascade Financial Management, Inc manages $258 million in assets across 982 accounts and retains 19 staff members. The firm's total assets under management places it among the mid-sized firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cascade Financial Management, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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

$258,306,030

19

982

$263,041

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
John Vansant Work History
John has 13 years of experience.
Cascade Financial Management, Inc
Disclosures
John Vansant has no disclosures.
Please visit their SEC profile for more details.
This content was compiled from the SEC and FINRA.
