linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cade Bergen Isakson

Dunham & Associates Investment Counsel, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cade? Claim Your Profile

About Cade Bergen Isakson

Cade Bergen Isakson is a registered investment advisor representative with Dunham & Associates Investment Counsel, Inc. Cade has been working in the financial industry for over 10 years, specializing in financial planning, asset-allocation services, and portfolio management for both individuals and businesses. Cade currently holds both Series 66 and Series 7TO licenses and is registered in California as an investment advisor representative.

Firm Information

Cade Isakson is currently registered with Dunham & Associates Investment Counsel, Inc.. Dunham & Associates Investment Counsel, Inc. is a registered investment advisor headquartered in San Diego, California. The firm was formed in 1982 and provides a variety of advisory services, including financial planning, asset allocation, and portfolio management for individuals, businesses, and investment companies. They have a long history of providing investment advice and have a large team of professionals dedicated to meeting the needs of their clients.
Dunham & Associates Investment Counsel, Inc.

6256 GREENWICH DRIVE

SAN DIEGO, CA 92122

$3.76B

Assets Under Management

11,000

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

asset-allocation services

Asset-allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cade Isakson’s Registration & Firm History

CA

05/24/2024 - Present

Dunham & Associates Investment Counsel, Inc. (SAN DIEGO CA)

Not sure if Cade Bergen Isakson is right for you?

Licenses & Designations

BOTH

Issued 05/23/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 09/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cade Bergen Isakson.
Not sure if Cade Bergen Isakson is right for you?