Casey Edward Cleveland
Investment Adviser Representative at Horst & Graben Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Casey Edward Cleveland is an investment adviser representative with Horst & Graben Wealth Management, LLC in Portland, OR, where they have been registered since 2018. They have worked in the securities industry since 2003 and have been registered with 3 firms, including Royal Alliance Associates, Inc. and CGC Financial Services. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Oregon and Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Royal Alliance Associates, Inc.Oct 2002 – Dec 2019Lake Oswego, OR
- CGC Financial ServicesSep 2006 – Oct 2018Lake Oswego, OR
- Horst & Graben Wealth Management, LLCJun 2018 – no end date reportedLake Oswego, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Horst & Graben Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- $25,000 - $99,9991.60%
- $100,000 - $249,9991.40%
- $250,000 - $499,9991.38%
- $500,000 - $749,9991.25%
+5 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management and financial planning, including tailored financial plans that evolve through life changes such as job changes, changes in family structure, and major moves.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Portland, OR
- SEC file number:
- 801-113498
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 19, 2026
View full firm profileOther advisors at Horst & Graben Wealth Management, LLC
3 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Casey Edward Cleveland has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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