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Cascade Investment Group

Specializing in financial and tax planning, risk and portfolio management.

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Craig S. Ralston

Craig S Ralston
Craig S Ralston

Co-founder

Check the background of this investment professional on FINRA BrokerCheck

Craig Ralston is an experienced and qualified Investment Management Consultant, who has extensive knowledge in the areas of planning, risk management, investments, tax planning, retirement planning, and portfolio management. Craig worked with a wide range of clients including corporations, foundations, trusts, and high net worth individuals.  He now manages his family accounts.  Craig, in collaboration with Ken Beach, established the Cascade Investment Group, Inc. Colorado Springs office in 1996.

Craig also serves as the Treasurer/Secretary of the Sachs Foundation and is a past President there as well. The Foundation was established in 1931 to assist African-American Colorado residents with educational scholarships. In addition to the Sachs Foundation, Craig serves on, or has served on, the Boards of several other nonprofit organizations. Craig stays active in the investment community and served as a past arbitrator for FINRA.

Craig is a 37-year resident of Colorado Springs, Colorado. In his leisure time, he enjoys golfing, hunting and gardening. Craig attended The University of Colorado. Craig was previously associated with Smith Barney for 13 years, where he earned the title of Second Vice President.

Professional Licenses:

  • Series 4 licensed as Registered Options Principal by the Financial Industry Regulatory Authority (FINRA)
  • Series 7 licensed as Full Registration/General Securities Representative by the Financial Industry Regulatory Authority (FINRA)
  • Series 24 licensed as General Securities Principal by the Financial Industry Regulatory Authority (FINRA)
  • Series 63 licensed as Uniform Securities Agent by the Financial Industry Regulatory Authority (FINRA)
  • Series 65 licensed as Uniform Investment Advisor by the Financial Industry Regulatory Authority (FINRA)
  • Series 79 licensed as Investment Banking Representative by the Financial Industry Regulatory Authority (FINRA)

 

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Phone: 719-632-0818
Toll-free: 800-984-9074
Fax: 719-632-0887

444 East Pikes Peak Avenue
Suite 200
Colorado Springs, CO 80903
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Cascade Investment Group, Inc. is a dully registered broker-dealer and registered investment adviser. Advisory services are only offered to clients or prospective clients where Cascade Investment Group, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Investment Group, Inc. unless a client service agreement is in place.

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