AdvisorOS Directory
Claim Profile
Unclaimed Profile
MR

Michelle H Rand

CASCADE INVESTMENT ADVISORS, INC.·OREGON CITY, Oregon
Series 6, Series 63Clean record28 years registeredCASCADE INVESTMENT ADVISORS, INC.
503 HIGH STREET, OREGON CITY, OR 97045CRD# 2581018Firm CRD# 117294

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle H Rand · OREGON CITY, OR
Registration
CRD #2581018 · CASCADE INVESTMENT ADVISORS, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

CASCADE INVESTMENT ADVISORS, INC.
Oct 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · October 15, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CASCADE INVESTMENT ADVISORS, INC.
CRD 117294 · SEC 801-62891
AUM
$306M
Regulatory assets under management
Employees
6
472 client accounts
Services offered by CASCADE INVESTMENT ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CASCADE INVESTMENT ADVISORS, INC. →
Introduction

Speak with Michelle

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

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

Looking for a financial advisor in OREGON CITY?

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

Browse OREGON CITY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michelle H Rand offer?
Michelle H Rand specializes in Investment Management. Contact their office in OREGON CITY, Oregon for a consultation.
What are Michelle H Rand's credentials?
Michelle H Rand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle H Rand located?
Michelle H Rand is based in OREGON CITY, Oregon, working with CASCADE INVESTMENT ADVISORS, INC.. Their office serves clients in the OREGON CITY metropolitan area and surrounding communities.
How does Michelle H Rand charge for services?
Michelle H Rand's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASCADE INVESTMENT ADVISORS, INC.?
CASCADE INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $306M 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 →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)LAKE OSWEGO (96)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)JACKSONVILLE (8)GRANTS PASS (8)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile