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Chad Mitchell Peterson

Columbia River Financial Group

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About Chad Mitchell Peterson

Chad Mitchell Peterson is a financial advisor with Columbia River Financial Group, located in Vancouver, WA. Chad has been in the financial services industry for over 24 years. Chad is a Certified Financial Planner® professional and holds Series 6, 7, 63, and 66 licenses. Chad has been registered with the state of Washington since 1993 and is currently registered with the state of Oregon as well. Chad specializes in working with high-net-worth individuals and businesses. Chad is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Chad Peterson is currently registered with Columbia River Financial Group. 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.

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financial planning services

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

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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.

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fixed fees

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

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percentage of assets

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

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Chad Peterson’s Registration & Firm History

WA

06/01/2017 - Present

Columbia River Financial Group (VANCOUVER WA)

WA

08/20/1993 - 06/05/2017

THRIVENT INVESTMENT MANAGEMENT INC. (VANCOUVER WA)

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Licenses & Designations

BOTH

Issued 02/14/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad Mitchell Peterson.
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