Zeches Wealth Management
45yrs
Top advisor by experience in Mesa
3yrs
Cade Roque
Financial advisor at LPL Financial
Cade Roque has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Mesa, Arizona. After a year at Mutual of Omaha Investor Services, Cade joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 309 advisors with offices in Mesa, and one of 280 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office2812 N Norwalk, Building 9 Suite 118, Mesa, AZ 85215
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowLPL Financial LLCCurrent firm
- Oct 2024 – now
- Dec 2023 – Jul 2024Mutual of Omaha Investor Services, Inc.Previously
Contact Cade
Local office(480) 553-6249Ask for Cade. (704) 733-3300Main office · Fort Mill, SC 2812 N Norwalk, Building 9 Suite 118Mesa, AZ 85215Office · Get directions Facebook pageLPL Financial
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Questions to ask Cade
Tailored to Cade’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Cade
How do I contact Cade?
Call Cade’s local office at (480) 553-6249 or the LPL Financial main office at (704) 733-3300, and ask for Cade Roque.
How long has Cade been a financial advisor?
Cade has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Cade hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Cade a fiduciary?
Cade is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cade paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cade for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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