Katie Martin Hewitt has been an investment adviser representative at Cascade Financial Strategies since December 2025, and is not listed among the firm’s executive officers or direct owners.
Cascade Financial Strategies, LLC is a Bend, OR firm with $151M under management, 309 clients and 3 advisers in one office, as of its March 2026 filing.
Katie Martin Hewitt is Financial Advisor of Cascade Financial Strategies. She became an advisor in 2022, after a background in education and firm operations. In addition to her advisor role, she oversees compliance, technology, client experience and community relations for the firm.
Katie Martin Hewitt’s longest registration was under a year at The H Group, Inc. (2024–2025). Before joining Cascade Financial Strategies in 2025, Katie Martin Hewitt was registered through The H Group, Inc.
- Cascade Financial StrategiesCurrent– present · under a yearBend, OR · Adviser representative · Firm CRD 166610
- The H Group, Inc.– · under a yearSalem, OR · Adviser representative · Firm CRD 106801
Investment adviser representative registrations
Katie Martin Hewitt is registered as an investment adviser representative in Oregon, since December 2025.
- OregonSince 2 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 March 2023 |
| SIE | Securities Industry Essentials Examination | 29 October 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Katie Marie Martin Hewitt
- CRD
- 7529409
- Firm
- Cascade Financial Strategies · CRD 166610
- Office
- 243 SCALEHOUSE LOOP, 1A, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cascadefs.com
Where does Katie Martin Hewitt work?
Katie Martin Hewitt is an investment adviser representative registered through Cascade Financial Strategies, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Katie Martin Hewitt a financial advisor?
Yes. Katie Martin Hewitt has a current investment-adviser registration in Oregon, through Cascade Financial Strategies since December 2025.
How many years of experience does Katie Martin Hewitt have?
Katie Martin Hewitt has 2 years in the financial industry, since January 2024, across 2 adviser firms.
What exams has Katie Martin Hewitt passed?
Katie Martin Hewitt has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in October 2022.
Where did Katie Martin Hewitt work before Cascade Financial Strategies?
Before Cascade Financial Strategies, Katie Martin Hewitt was registered through The H Group, Inc., October 2024 to August 2025.
Where is Katie Martin Hewitt based?
Katie Martin Hewitt’s registered office is in Bend, OR.
Is Katie Martin Hewitt registered with FINRA?
No. Katie Martin Hewitt has no current broker registration.
How can I verify Katie Martin Hewitt’s record?
Search CRD 7529409 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katie Martin Hewitt’s full registration record.