Wayne Lottinville
Cascadia Investment Consultants · Eugene, Oregon
Wayne Lottinville is a fee-only financial advisor at Cascadia Investment Consultants in Eugene, Oregon, who holds the CFA credential. Cascadia Investment Consultants reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cascadia Investment Consultants |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.2M across 17 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OR · CRD 2733882 |
| Exams passed | Series 65 (1996) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cascadiaconsultants.com |
| Profile |
How Wayne's firm compares
- Cascadia Investment Consultants's average account is about $778,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Wayne
Is Wayne Lottinville a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wayne holds no broker registration, and Cascadia Investment Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wayne charge for financial advice?
Wayne's firm, Cascadia Investment Consultants, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Wayne Lottinville based?
Wayne Lottinville is based in Eugene, Oregon.
What credentials does Wayne Lottinville hold?
Wayne Lottinville holds the CFA credential.
Is Wayne Lottinville registered with the SEC?
Yes. Wayne Lottinville is registered as an investment adviser representative in OR (CRD 2733882), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cascadia Investment Consultants manage?
Cascadia Investment Consultants reports $13.2M across 17 accounts in assets under management.
How do I contact Wayne Lottinville?
Through Wayne's website, www.cascadiaconsultants.com.
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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