Derek Kaufman, financial advisor Vancouver WA
93 score

Derek Kaufman

CRD Number: 5506614
Current Firm: Columbia River Financial Group

Derek Kaufman (CRD# 5506614) is an Investment Advisor Representative working at Columbia River Financial Group in Vancouver, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Columbia River Financial Group, LLC Vancouver, WA Jun 2017 - Current 1
Thrivent Financial For Lutherans Appleton, WI Feb 2012 - Jun 2017 5
Thrivent Investment Management Inc. Vancouver, WA Dec 2009 - Jun 2017 7
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Unemployed Damascus, OR Nov 2007 - Mar 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Derek R. Kaufman
Phone Number: 3603353350
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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