Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baltzell is an Investment Advisor Representative at Columbia River Financial Group, LLC in Vancouver, WA. Michael has been in the industry since December 2004. Michael is also a Certified Financial Planner. Columbia River Financial Group, LLC is a registered investment adviser. The firm's main office is located at 16701 SE MCGILLIVRAY BLVD., #250 in Vancouver, WA.
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
12/02/2004 - 06/05/2017
THRIVENT INVESTMENT MANAGEMENT INC. (VANCOUVER WA)
BOTH
Issued 12/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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