linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Columbia River Financial Group

Headquartered in VANCOUVER, WA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Columbia River Financial Group, LLC is a registered investment adviser located in Vancouver, WA. The firm provides financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm has approximately $137.6 million in regulatory assets under management.

Columbia River Financial Group

16701 SE MCGILLIVRAY BLVD.,

VANCOUVER, WA 98683

$137.60M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

COLUMBIA RIVER FINANCIAL GROUP has a total of 1 branch locations across the country.
location

VANCOUVER, WA

Advisors at Columbia River Financial Group

View All 4 Advisors
Unclaimed
Katherine Marie Hardin

CFP®, RA

VANCOUVER, WA

View Profile
Unclaimed
Chad Mitchell Peterson

CFP®, RA

VANCOUVER, WA

View Profile
Unclaimed
Derek Ronald Kaufman

RA

VANCOUVER, WA

View Profile
Unclaimed
Michael Ray Baltzell

CFP®, RA

VANCOUVER, WA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Columbia River Financial Group is right for you?

Disclosures

There are no public disclosures for Columbia River Financial Group.

Frequently Asked Questions (7)

Not sure if Columbia River Financial Group is right for you?