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Matthew David Foust

Columbia Advisory Partners, LLC

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About Matthew David Foust

Matthew Foust is a Registered Representative and Investment Adviser Representative at Columbia Advisory Partners, LLC. Matthew has been in the financial services industry since 2002 and has experience providing financial advice to individuals and families. Matthew has held prior positions at LPL Financial LLC, Valmark Securities, Inc., Securities America, Inc., and Northwestern Mutual Investment Services, LLC. Matthew is a Series 6, 7, 63, and 65 licensed professional with a SIE designation.

Firm Information

Matthew Foust is currently registered with Columbia Advisory Partners, LLC. Columbia Advisory Partners, LLC is an investment advisor headquartered in Spokane, WA. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and has approximately $240.25 million in regulatory assets under management. The firm serves individuals, high-net-worth individuals, and pooled investment vehicles.
Columbia Advisory Partners, LLC

3918 N POST ST

SPOKANE, WA 99205

$240.25M

Assets Under Management

2

Total Clients

8

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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Matthew Foust’s Registration & Firm History

WA

05/30/2018 - Present

Columbia Advisory Partners, LLC (SPOKANE WA)

WA

07/31/2014 - 06/11/2018

LPL FINANCIAL LLC (SPOKANE WA)

WA

12/01/2010 - 07/24/2013

VALMARK SECURITIES, INC. (SPOKANE WA)

WA

11/13/2006 - 12/06/2010

SECURITIES AMERICA, INC. (SPOKANE WA)

WA

01/23/2002 - 11/14/2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SPOKANE WA)

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Licenses & Designations

IA

Issued 10/31/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2003

Series 7 - General Securities Representative Examination

BC

Issued 01/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew David Foust.
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