Columbia River Financial Group

Columbia River Financial Group (CRD# 288539) is a financial advisory firm headquartered in Vancouver, WA. They manage $137,599,048 in 541 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    541
    ACCOUNTS
  • Average Account Value
    $254,342
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
The map below shows states where this firm has explicit registration only.

AZ, OR, WA

Financial Advisors at Columbia River Financial Group
Showing 1 - 4 of 4 top financial advisors.
1
Michael R. Baltzell
CRD#: 4871330
16701 Se Mcgillivray Blvd.,, #250, Vancouver, WA 98683

Michael Baltzell (CRD# 4871330) is an Investment Advisor Representative working at Columbia River Financial Group in Vancouver, WA and has over 19 years of experience in the finance industry.

2
Katherine M. Hardin
CRD#: 5777431
16701 Se Mcgillivray Blvd.,, #250, Vancouver, WA 98683

Katherine Hardin (CRD# 5777431) is an Investment Advisor Representative working at Columbia River Financial Group in Vancouver, WA and has over 13 years of experience in the finance industry.

3
Derek R. Kaufman
CRD#: 5506614
16701 Se Mcgillivray Blvd.,, #250, Vancouver, WA 98683

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.

4
Chad M. Peterson
CRD#: 2381093
16701 Se Mcgillivray Blvd.,, #250, Vancouver, WA 98683

Chad Peterson (CRD# 2381093) is an Investment Advisor Representative working at Columbia River Financial Group in Vancouver, WA and has over 30 years of experience in the finance industry.

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