Dan Scott [ChFEBC℠]
4411 E Sunshine Suite E
Springfield, MO 65809
Original Certification Date 12/23/15
Organization: Cascade Financial Management Inc. and RIA
Broker Dealer: Cascade Financial Management Inc.
Phone: 417-886-1113 Extension:
States Currently Licensed: AR, MO, TX, CA, OR, WI, OK, KS, CO, FL, IL, MN, MT
CRD #: 1324019
Primary Insurance Companies: Jackson National, Genworth, Allianz
Primary Investment Companies: BlackRock, AssetMark, Athena
Services: Using a team of professionals I am able to provide complete financial advisory services. Asset allocation is only part of the equation. Asset protection, tax avoidance, estate planning, charitable proclivities, all weigh into the process of allowing our clients to go and enjoy their retirement.
Additional Information: At Cascade, our goal is to help you plan wisely, invest confidently, and enjoy life. Cascade strives to provide clear, comprehensive, integrated management advice, to help our clients navigate through these increasingly complex economic times.