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).
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Total Assets Under Management138MILLION
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Total Number of Accounts541ACCOUNTS
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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
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.
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.
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.
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.