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Kerri Jaclyn Hagen

Cascadia Capital, LLC

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About Kerri Jaclyn Hagen

Kerri Hagen is a registered representative with Cascadia Capital, LLC. Kerri has been in the securities industry for 8 years. Kerri is licensed to sell securities in Washington and holds the following licenses: Series 63, Series 7, and Series 7TO. Kerri previously worked at The Buckingham Research Group Incorporated.

Firm Information

Kerri Hagen is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

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.

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.

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Kerri Hagen’s Registration & Firm History

WA

04/25/2023 - Present

Cascadia Capital, LLC (SEATTLE WA)

NY

05/28/2014 - 03/09/2015

THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/15/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2023

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/28/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kerri Jaclyn Hagen.
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