Case Roos
Stewardship Investment Services · Beaver, Oregon
Case Roos is a fee-only financial advisor at Stewardship Investment Services in Beaver, Oregon. Stewardship Investment Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Stewardship Investment Services |
|---|---|
| Based in | Beaver, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.6M across 32 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7915051 |
| Exams passed | Series 65 (2024) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Case's firm compares
- Stewardship Investment Services's average account is about $49,000, from its Form ADV (assets managed divided by 32 accounts).
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Questions about Case
Is Case Roos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Case holds no broker registration, and Stewardship Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Case charge for financial advice?
Case's firm, Stewardship Investment Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Case Roos based?
Case Roos is based in Beaver, Oregon.
Is Case Roos registered with the SEC?
Yes. Case Roos is registered as an investment adviser representative in OR (CRD 7915051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewardship Investment Services manage?
Stewardship Investment Services reports $1.6M across 32 accounts in assets under management.
How do I contact Case Roos?
Contact details aren't on file yet. Search for Stewardship Investment Services.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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