AdvisorOS Directory
Claim Profile
Unclaimed Profile
GC

Geoffrey William Cutler

CASCADE INVESTMENT COUNSEL LLC·MEDFORD, Oregon
Clean recordCASCADE INVESTMENT COUNSEL LLC
827 ALDER CREEK DRIVE, MEDFORD, OR 97504CRD# 59492Firm CRD# 108962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Geoffrey William Cutler · MEDFORD, OR
Registration
CRD #59492 · CASCADE INVESTMENT COUNSEL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Geoffrey William Cutler is a registered financial advisor based in MEDFORD, Oregon, affiliated with CASCADE INVESTMENT COUNSEL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Geoffrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Geoffrey is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CASCADE INVESTMENT COUNSEL LLC
CASCADE INVESTMENT COUNSEL LLC
AUM
$92M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CASCADE INVESTMENT COUNSEL LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 59492
Firm CRD# 108962
View on FINRA BrokerCheck →

Looking for a financial advisor in MEDFORD?

Browse all registered financial advisors in MEDFORD, Oregon or claim this profile if it's yours.

Browse MEDFORD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Geoffrey William Cutler offer?
Geoffrey William Cutler specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MEDFORD, Oregon for a consultation.
What are Geoffrey William Cutler's credentials?
Geoffrey William Cutler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffrey William Cutler located?
Geoffrey William Cutler is based in MEDFORD, Oregon, working with CASCADE INVESTMENT COUNSEL LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.
How does Geoffrey William Cutler charge for services?
Geoffrey William Cutler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASCADE INVESTMENT COUNSEL LLC?
CASCADE INVESTMENT COUNSEL LLC has approximately 1 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in MEDFORD, Oregon

Kelly Jones
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC·MEDFORD, OR
Allison Koenig
KOENIG INVESTMENT ADVISORY, LLC·MEDFORD, OR
David Herstle Jones
JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC·MEDFORD, OR
Donald Angus Todd
OREGON PACIFIC FINANCIAL ADVISORS INC·MEDFORD, OR
Liane Empio
PATTEN & DAVES CAPITAL MANAGEMENT·MEDFORD, OR
Andrew Benedict Corradetti
OREGON PACIFIC WEALTH MANAGEMENT, LLC·MEDFORD, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)WEST LINN (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile