Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schafer is a financial advisor with Columbia Advisory Partners, LLC. Brian has been in the financial services industry for over 8 years and is registered to offer investment advice in Washington, Oregon, and California. Brian focuses on providing financial planning and portfolio management services to individuals and pooled investment vehicles. He also holds a Series 66 license. Brian is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WA
02/24/2023 - Present
Columbia Advisory Partners, LLC (SPOKANE WA)
WA
03/03/2015 - 03/02/2023
EDWARD JONES (BOTHELL WA)
BOTH
Issued 03/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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