Fort Vancouver Investment Management, LLC

Fort Vancouver Investment Management, LLC (CRD# 157019) is a financial advisory firm headquartered in Vancouver, WA. They manage $73,461,021 in 359 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $204,627
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

OR, TX, WA

Financial Advisors at Fort Vancouver Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Robert D. Pool
CRD#: 3074685
1607 Officers Row, Vancouver, WA 98661
96
Wealthminder
score

Robert Pool (CRD# 3074685) is an Investment Advisor Representative working at Fort Vancouver Investment Management, LLC in Vancouver, WA and has over 19 years of experience in the finance industry. Robert Pool 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
Matthew Ebeling
CRD#: 5382212
1607 Officers Row, Vancouver, WA 98661
93
Wealthminder
score

Matthew Ebeling (CRD# 5382212) is an Investment Advisor Representative working at Fort Vancouver Investment Management, LLC in Vancouver, WA and has over 10 years of experience in the finance industry.

3
Holly C. Breeden
CRD#: 6365891
1607 Officers Row, Vancouver, WA 98661
88
Wealthminder
score

Holly Breeden (CRD# 6365891) is an Investment Advisor Representative working at Fort Vancouver Investment Management, LLC in Vancouver, WA and has over 3 years of experience in the finance industry.

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