Our History
Scotts Kruse begins his career in the industry at Evans Llewellyn Securities, Inc.
Bob Schmidt begins his career in the industry at Lehman Brothers Inc.
Scott and Bob form a partnership at Oppenheimer & Co., named The Cascadia Group.
Leslie Ralph joins The Cascadia Group as head of administration.
Bob Schmidt attains the Certified Investment Management Analyst® certification.
The Cascadia Group launches discretionary Dividend Portfolio strategy, managed by Scott Kruse.
The Cascadia Group creates discretionary Low Volatility Income Portfolio Strategy, managed by Bob Schmidt.
Devon Scmidt begins his career in the industry at Morgan Stanley.
The Cascadia Group constructs discretionary Hybrid Moderate and Hybrid Aggressive Portfolio Strategies, managed by Bob Schmidt.
The Cascadia Group moves to Stifel.
The Cascadia Group creates discretionary Tax-Exempt High-Yield Bond Fund Portfolio Strategy, managed by Bob Schmidt.
Scott Kruse attains the Accredited Investment Fiduciary® certification.
Devon Schmidt joins Stifel and The Cascadia Group, specializing in wealth planning and insurance.
Carter Rusch joins Stifel and The Cascadia Group as a Registered Client Service Associate.
The Cascadia Group is named to Forbes' Best-in-State Wealth Management Teams.
The Cascadia Group is named to Forbes' Best-in-State Wealth Management Teams for the second year in a row.
The Cascadia Group is named to Forbes' Best-in-State Wealth Management Teams for the third year in a row.
Forbes' Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.