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Cascade Investment Group

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

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Theresa Brock, AIF®

Theresa Brock, AIF®

Vice President, Investments

Check the background of this investment professional on FINRA BrokerCheck

Theresa Brock has 12 years of experience in the financial industry. She works with individuals, families, nonprofits and businesses on financial planning, college savings, investing, estate planning and business retirement plans. She joined Cascade Investment Group in 2011 and worked in client relations, marketing, and financial planning before becoming Vice President, Investments.

Theresa holds the Accredited Investment Fiduciary® (AIF®) designation from Fi360.

Theresa is an 12-year resident of the Pikes Peak Region where she lives with her husband and daughters. In her leisure time, Theresa enjoys hiking, traveling and volunteering in her community. She graduated from St. Cloud University and earned her BS in International Business.

 

Professional Licenses:

  • Series 7 licensed as Full Registration/General Securities Representative by the Financial Industry Regulatory Authority (FINRA)
  • Series 66 licensed as Uniform Combined State Law Examination by the Financial Industry Regulatory Authority (FINRA)
  • Insurance license for Accident and Health, Life and Variable Products
  • Certification in Long Term Care Insurance

 

 

 

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Phone: 719.632.0818
Toll-free: 800.984.9074
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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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Recent Blog Posts

  • Tips on the Stimulus Payments
  • Does Danger Lurk In Your Forms?

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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