Financial ADVSR advisor directory · SEC adviser records
Columbia River Financial Group financial advisors in Washington
Every SEC-registered investment adviser representative at a Columbia River Financial Group office in Washington, by city and A to Z.
The short answer
4 registered advisors work at Columbia River Financial Group in Washington, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Vancouver (4). 3 list the CFP designation and 0 are also registered broker representatives.
Columbia River Financial Group advisors by city in Washington
Every firm in Washington →Columbia River Financial Group advisors in Washington, A to Z
Search by name →- Michael R. BaltzellVancouver · Certified Financial Planner
- Katherine M. HardinVancouver · Certified Financial Planner
- Derek R. KaufmanVancouver
- Chad M. PetersonVancouver · Certified Financial Planner
Columbia River Financial Group advisors in every state →Columbia River Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Columbia River Financial Group financial advisors are in Washington?
4 investment adviser representatives are registered at Columbia River Financial Group offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Columbia River Financial Group have the most advisors?
Vancouver, with 4. Columbia River Financial Group has advisors in 1 city in Washington.
How do I check a Columbia River Financial Group advisor in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Columbia River Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.