Unclaimed Profile

Robert Gold Wrubel

CASCADE INVESTMENT GROUP, INC.·COLORADO SPRINGS, Colorado

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 66CFPClean record24 years registeredCASCADE INVESTMENT GROUP, INC.

444 E. PIKES PEAK AVENUE, COLORADO SPRINGS, CO 80903CRD# 4487197Firm CRD# 35844

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Gold Wrubel · COLORADO SPRINGS, CO

Registration

CRD #4487197 · CASCADE INVESTMENT GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CASCADE INVESTMENT GROUP, INC.

Jan 2007 – present

WACHOVIA SECURITIES, LLC

Jan 2004 – Jan 2007

COLORADO SPRINGS, CO

AXA ADVISORS, LLC

Feb 2002 – Jan 2004

COLORADO SPNGS, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · February 28, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASCADE INVESTMENT GROUP, INC.

CRD 35844 · SEC 801-53819

AUM

$342M

Regulatory assets under management

Employees

940 client accounts

Services offered by CASCADE INVESTMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CASCADE INVESTMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Robert Gold Wrubel offer?

Robert Gold Wrubel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.

What are Robert Gold Wrubel's credentials?

Robert Gold Wrubel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Gold Wrubel located?

Robert Gold Wrubel 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 Robert Gold Wrubel charge for services?

Robert Gold Wrubel'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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