Columbia Pacific Wealth Management

Columbia Pacific Wealth Management (CRD# 156225) is a financial advisory firm headquartered in Seattle, WA. They manage $2,020,200,000 in 595 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,020
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $3,395,294
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.

AZ, CA, FL, OR, TX, WA

Financial Advisors at Columbia Pacific Wealth Management
Showing 1 - 10 of 13 top financial advisors.
1
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 12 years of experience in the finance industry.

2
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 16 years of experience in the finance industry.

3
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 12 years of experience in the finance industry.

4
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.

5
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.

6
Joseph P. Strecker
CRD#: 2394990
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
93
Wealthminder
score

Joseph Strecker (CRD# 2394990) 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.

7
Tyler S. Gaspard
CRD#: 5618492
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
90
Wealthminder
score

Tyler Gaspard (CRD# 5618492) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has 1 year of experience in the finance industry. Tyler Gaspard 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.

8
Jeremy J. Kiefer
CRD#: 2743100
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
90
Wealthminder
score

Jeremy Kiefer (CRD# 2743100) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has 1 year of experience in the finance industry.

9
Taylor L. Koivu
CRD#: 4861656
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
90
Wealthminder
score

Taylor Koivu (CRD# 4861656) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 5 years of experience in the finance industry.

10
Ha T. Nguyen
CRD#: 5621196
1910 Fairview Ave E, Suite 200, Seattle, WA 98102
90
Wealthminder
score

Ha Nguyen (CRD# 5621196) is an Investment Advisor Representative working at Columbia Pacific Wealth Management in Seattle, WA and has over 5 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.