Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Fermin P
Series 63, Series 65
Colorado Springs, CO
Cascade Investment Group, Inc.
Fermin Padilla is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, with 29 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services Inc. from 2013 to 2019. Cascade Investment Group, Inc. serves individual clients, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis combined with asset allocation and manager selection, managing accounts through discretionary or non-discretionary programs.
Robert W
CFP®, Series 66
Colorado Springs, CO
Cascade Investment Group, Inc.
Robert Wrubel is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with Cascade Investment Group, Inc. since 2007. Wrubel serves as a voting board member on the Eastern Colorado Bank Advisory Board. Cascade Investment Group, Inc. provides portfolio management, financial planning, and advisory services to individuals, pension plans, charitable organizations, trusts, estates, and businesses. The firm uses a combination of fundamental, technical, and charting analysis alongside asset allocation and manager selection, offering a range of investment products including mutual funds, ETFs, alternatives, and cryptocurrency.
Kenneth B
Series 63, Series 65
Colorado Springs, CO
Cascade Investment Group, Inc.
Kenneth Beach is a financial advisor with Cascade Investment Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cascade Investment Group since 1996. Cascade Investment Group serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities. The firm combines fundamental, technical, and charting analysis with asset allocation and manager selection, managing portfolios on both discretionary and non-discretionary bases and offering a range of investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.
Theresa B
Series 66
Colorado Springs, CO
Cascade Investment Group, Inc.
Theresa Brock is a financial advisor at Cascade Investment Group, Inc. in Colorado Springs, CO, holding a Series 66 designation with 13 years of industry experience. She has been with Cascade Investment Group since 2010. Cascade Investment Group, Inc. serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and business entities, offering portfolio management, financial planning, and related advisory services. The firm employs a blend of fundamental, technical, and charting analysis alongside asset allocation and manager selection, managing accounts through discretionary and non-discretionary programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters