Owner · Columbia Advisory Partners, LLC
Steven T Larsen
CRD 4638715 · Named on Form ADV at one SEC-registered adviser
At a glance
Columbia Advisory Partners, LLC, an SEC-registered wealth manager based in Spokane, WA with $313 million in regulatory assets, lists Steven T Larsen on its Form ADV as Owner, a control person.
Firms and roles
- Columbia Advisory Partners, LLCOwnerWealth manager · Spokane, WA · $313M in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Jeremy D. RussellChief Investment Officer, Columbia Advisory Partners, LLC
- Kimberly P. SmithChief Financial Officer, Columbia Advisory Partners, LLC
- Paul W. FelschChief Compliance Officer, Columbia Advisory Partners, LLC
- Keith BrowningPresident, Columbia Advisory Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.