Gregory
Bowen

Cascadia Advisory Services, LLC

CRD#2328903
Investment Advisor
in Portland, OR
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About this Advisor

Gregory Bowen is a certified financial planner and chartered financial consultant who works in Portland, Oregon, with 17 years in the industry. Bowen currently works for Cascadia Advisory Services, LLC. Over the course of their career, Bowen has held roles at Pacific West Securities, Inc, Financial Benefits Resources, Multi-Financial Securities Corporation, Cetera Advisors LLC, Portland Community College, Cascadia Advisory Services, LLC and Cascadia Wealth Management. Bowen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Oregon. Cascadia Advisory Services, LLC is a registered investment business headquartered in Portland, Oregon. The firm has a total of 14 financial advisors. It controls $121 million in total assets across its 517 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 517 accounts, just 7% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which services are provided. Fee types charged by Cascadia Advisory Services, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

8050 Sw Pfaffle Street Suite 100
Portland, OR 97223

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Cascadia Advisory Services, LLC Brokerage Details

Total Assets Under Management

$407,207,246

OR Average: $1,120,203,312
Total Number of Employees

15

OR Average: 50
Total Number of Accounts

2,155

OR Average: 1,309
Average Account Size

$188,959

OR Average: $855,770

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Gregory Bowen Work History

Gregory has 17 years of experience.

2017 - Present (2 years)

Portland Community College

2017 - Present (2 years)

Cascadia Advisory Services, LLC

2013 - Present (6 years)

Cetera Advisors LLC

2012 - 2012 (0 years)

Multi-Financial Securities Corporation

2011 - Present (8 years)

Cascadia Wealth Management

2001 - 2012 (11 years)

Pacific West Securities, Inc

2001 - 2011 (10 years)

Financial Benefits Resources

Disclosures

Gregory Bowen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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