Marc Eppinger has been an investment adviser representative at Cascade Financial Strategies since June 2023, and is not listed among the firm’s executive officers or direct owners. Marc Eppinger holds a Master's degree in finance from Pacific University and a Bachelor's degree in finance from Pacific University.
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.
Marc Eppinger is Financial Advisor of Cascade Financial Strategies. He joined the firm in 2023 as a Financial Advisor. Before that he worked at Empower/Personal Capital as a Financial Advisor, and he was previously an Investment Counselor with Fisher Investments, where he served as an advisor for high-net worth households.
Marc Eppinger’s longest registration is the current one, 3 years at Cascade Financial Strategies since 2023. Before joining Cascade Financial Strategies in 2023, Marc Eppinger was registered through Empower Advisory Group, LLC and Personal Capital Advisors Corporation.
- Cascade Financial StrategiesCurrent– present · 3 yearsBend, OR · Adviser representative · Firm CRD 166610
- Empower Advisory Group, LLC– · under a yearBend, OR · Adviser representative · Firm CRD 112058
- Personal Capital Advisors Corporation– · 1 yearBend, OR · Adviser representative · Firm CRD 155172
- Fisher Investments– · 2 yearsCamas, WA · Adviser representative · Firm CRD 107342
Investment adviser representative registrations
Marc Eppinger is registered as an investment adviser representative in 3 states. The first approvals date from June 2023; the most recent is Arizona, in June 2024.
- ArizonaSince 14 June 2024
- CaliforniaSince 7 June 2023
- OregonSince 6 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 November 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Marc Allan Eppinger
- CRD
- 7175513
- Firm
- Cascade Financial Strategies · CRD 166610
- Office
- 243 SCALEHOUSE LOOP, 1A, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cascadefs.com
Where does Marc Eppinger work?
Marc Eppinger is an investment adviser representative registered through Cascade Financial Strategies, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Marc Eppinger a financial advisor?
Yes. Marc Eppinger has a current investment-adviser registration in Arizona, California and Oregon, through Cascade Financial Strategies since June 2023.
How many years of experience does Marc Eppinger have?
Marc Eppinger has 6 years in the financial industry, since November 2019, across 4 adviser firms.
What exams has Marc Eppinger passed?
Marc Eppinger passed the Series 65 in November 2019.
Where did Marc Eppinger work before Cascade Financial Strategies?
Before Cascade Financial Strategies, Marc Eppinger was registered through Personal Capital Advisors Corporation, December 2021 to April 2023; Fisher Investments, November 2019 to November 2021.
Where is Marc Eppinger based?
Marc Eppinger’s registered office is in Bend, OR.
Is Marc Eppinger registered with FINRA?
No. Marc Eppinger has no current broker registration.
How can I verify Marc Eppinger’s record?
Search CRD 7175513 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Eppinger’s full registration record.