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Casey Edward Cleveland

Founding Partner / Chief Compliance OfficerHorst & Graben Wealth Management, LLCCRD 3065319

About Casey Edward Cleveland

Casey Edward Cleveland is listed as Founding Partner / Chief Compliance Officer at Horst & Graben Wealth Management, LLC in Portland, OR. Form ADV reports a beneficial ownership band of Under 5%. Casey Edward Cleveland is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Horst & Graben Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Casey Edward Cleveland work?

Casey Edward Cleveland is listed as Founding Partner / Chief Compliance Officer at Horst & Graben Wealth Management, LLC on SEC Form ADV.

How much of Horst & Graben Wealth Management, LLC does Casey Edward Cleveland own?

Form ADV reports a beneficial ownership band of Under 5%.

Horst & Graben Wealth Management, LLC

TitleFounding Partner / Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2018
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Horst & Graben Wealth Management, LLC

TitleOwner/Trustee
Ownership50-75%
Control personYes
Since2007
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