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Janice Margaret Weiland

CASCADE INVESTMENT GROUP, INC.·COLORADO SPRINGS, Colorado
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90 S. CASCADE AVENUE, SUITE 1250, COLORADO SPRINGS, CO 80903CRD# 2918368Firm CRD# 35844
01

About

Janice Margaret Weiland is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with CASCADE INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CASCADE INVESTMENT GROUP, INC.
CASCADE INVESTMENT GROUP, INC.
AUM
$342M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CASCADE INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2918368
Firm CRD# 35844
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janice Margaret Weiland offer?
Janice Margaret Weiland specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Janice Margaret Weiland's credentials?
Janice Margaret Weiland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janice Margaret Weiland located?
Janice Margaret Weiland is based in COLORADO SPRINGS, Colorado, working with CASCADE INVESTMENT GROUP, INC.. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Janice Margaret Weiland charge for services?
Janice Margaret Weiland's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASCADE INVESTMENT GROUP, INC.?
CASCADE INVESTMENT GROUP, INC. has approximately 7 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLORADO SPRINGS
Rebecca Luzzi Colafrancesco — SEAMOUNT FINANCIAL GROUP INCJaye Dawn Mueller — SEAMOUNT FINANCIAL GROUP INCKenneth Michael Beach — CASCADE INVESTMENT GROUP, INC.Craig Stanley Ralston — CASCADE INVESTMENT GROUP, INC.Leon Joseph Colafrancesco — SEAMOUNT FINANCIAL GROUP INC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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