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
| Title | Founding Partner / Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
Horst & Graben Wealth Management, LLC
| Title | Owner/Trustee |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2007 |