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NATALIE ELIZABETH Dewindt
CRD#: 6465719
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Investment Adviser
CASCADE FINANCIAL PARTNERS, LLCCRD#: 326620 11975 EL CAMINO REAL
SUITE 100
SAN DIEGO, CA 92130
Registration History
201520162017201820192020202120222023202420252026IACASCADE FINANCIAL PARTNERS, LLC (CRD# 326620)2023 - Present (1 year)IACREATIVE PLANNING (CRD# 105348)2018 - 2023 (4 years)IAMARINER WEALTH ADVISORS (CRD# 140195)2015 - 2018 (3 years)
License(s)

State Registrations

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California 8/28/2023

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Texas 4/30/2024

Current Registration(s)
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CASCADE FINANCIAL PARTNERS, LLC (CRD#:326620)
11975 EL CAMINO REAL SUITE 100, SAN DIEGO, CA 92130
Registered with this firm since 8/28/2023

Previous Registration(s)
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10/15/2018 - 08/28/2023 CREATIVE PLANNING (CRD#:105348) SAN DIEGO, CA
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09/10/2015 - 10/15/2018 MARINER WEALTH ADVISORS (CRD#:140195) SAN DIEGO, CA
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Disclosures
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