Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Kaufman is a registered investment advisor representative with Columbia River Financial Group. Derek has been in the financial services industry since 2008. Derek provides financial planning and portfolio management services for individuals and businesses. Derek is also registered to provide investment advice in Oregon and Washington.
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
06/01/2017 - Present
Columbia River Financial Group (VANCOUVER WA)
WA
12/16/2009 - 06/05/2017
THRIVENT INVESTMENT MANAGEMENT INC. (VANCOUVER WA)
OR
04/24/2008 - 11/09/2009
THRIVENT INVESTMENT MANAGEMENT INC. (LAKE OSWEGO OR)
BC
Issued 07/24/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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