Columbia Pacific Wealth Management

Columbia Pacific Wealth Management (CRD# 156225) is a financial advisory firm headquartered in Seattle, WA. They manage $3,039,998,000 in 759 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,040
    MILLION
  • Total Number of Accounts
    759
    ACCOUNTS
  • Average Account Value
    $4,005,267
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, OR, TX, WA

Financial Advisors at Columbia Pacific Wealth Management
Showing 1 - 10 of 20 top financial advisors.
1
Brandon T. McKerney
CRD#: 5984120
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
96
Wealthminder
score

Brandon McKerney (CRD# 5984120) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 6 years of experience in the finance industry. Brandon McKerney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Craige M. Bertero
CRD#: 2513842
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Craige Bertero (CRD# 2513842) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 22 years of experience in the finance industry.

3
Keith R. Capasso
CRD#: 3243225
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Keith Capasso (CRD# 3243225) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 13 years of experience in the finance industry.

4
Derek A. Crump
CRD#: 4531442
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Derek Crump (CRD# 4531442) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 17 years of experience in the finance industry.

5
Matthew L. Day
CRD#: 2322361
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Matthew Day (CRD# 2322361) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 8 years of experience in the finance industry.

6
Matthew C. Kane
CRD#: 4965021
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Matthew Kane (CRD# 4965021) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 13 years of experience in the finance industry.

7
Taylor L. Koivu
CRD#: 4861656
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Taylor Koivu (CRD# 4861656) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 6 years of experience in the finance industry.

8
Kory C. Lackey
CRD#: 4603900
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Kory Lackey (CRD# 4603900) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 11 years of experience in the finance industry.

9
Heide L. Lankeit
CRD#: 2348716
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Heide Lankeit (CRD# 2348716) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 24 years of experience in the finance industry.

10
Ha T. Nguyen
CRD#: 5621196
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Ha Nguyen (CRD# 5621196) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 6 years of experience in the finance industry.

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