Derek Kaufman (CRD# 5506614) is an Investment Advisor Representative working at Columbia River Financial Group in Vancouver, WA and has over 15 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Columbia River Financial Group, LLC | Vancouver, WA | Jun 2017 - Current | 6 |
| Thrivent Financial For Lutherans | Appleton, WI | Feb 2012 - Jun 2017 | 5 |
| Thrivent Investment Management Inc. | Vancouver, WA | Dec 2009 - Jun 2017 | 7 |
| Columbia River Financial Group | Vancouver, WA | Oct 2016 - Nov 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2008 |
- OR
- WA
-
Total Assets Under Management138MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$254,342
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, OR, WA
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