John
Vansant

Cascade Financial Management, Inc

CRD#4584363
Investment Advisor
in Denver, CO
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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

Series 65, Series 63

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

950 17Th Street Suite 950
Denver, CO 80202

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Cascade Financial Management, Inc Brokerage Details

Total Assets Under Management

$276,334,652

CO Average: $2,349,664,866
Total Number of Employees

15

CO Average: 28
Total Number of Accounts

1,135

CO Average: 1,101
Average Account Size

$243,467

CO Average: $2,134,119

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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.

2005 - Present (14 years)

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.

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