Columbia Advisory Partners, LLC

Columbia Advisory Partners, LLC (CRD# 171616) is a financial advisory firm headquartered in Spokane, WA. They manage $97,000,000 in 814 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    814
    ACCOUNTS
  • Average Account Value
    $119,165
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, ID, OR, TX, WA

Financial Advisors at Columbia Advisory Partners, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Gregory J. Andrews
CRD#: 4200058
7083 Hollywood Blvd, Los Angeles, CA 90028
100
Wealthminder
score

Gregory Andrews (CRD# 4200058) is an Investment Advisor Representative.

2
Steven T. Larsen
CRD#: 4638715
Bellingham, WA
96
Wealthminder
score

Steven Larsen (CRD# 4638715) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Bellingham, WA and has over 14 years of experience in the finance industry. Steven Larsen 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.

3
John F. Bevan
CRD#: 5980803
704 N Superior, Spokane, WA 99202
93
Wealthminder
score

John Bevan (CRD# 5980803) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 7 years of experience in the finance industry.

4
Tyson S. Blake
CRD#: 4688694
319 W. Hastings Rd., Ste A106, Spokane, WA 99218
93
Wealthminder
score

Tyson Blake (CRD# 4688694) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 15 years of experience in the finance industry.

5
Matthew D. Foust
CRD#: 4489553
111 East Lincoln Road Ste. 101, Spokane, WA 99208
93
Wealthminder
score

Matthew Foust (CRD# 4489553) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 17 years of experience in the finance industry.

6
Matthew M. Moore
CRD#: 4016997
4265 San Felipe St Suite 1100, Houston, TX 77027
93
Wealthminder
score

Matthew Moore (CRD# 4016997) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Houston, TX and has over 19 years of experience in the finance industry.

7
Stewart R. Ogilby
CRD#: 6307166
677 North Washington Blvd, Sarasota, FL 34236
90
Wealthminder
score

Stewart Ogilby (CRD# 6307166) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Sarasota, FL and has over 5 years of experience in the finance industry.

8
Jeremy D. Russell
CRD#: 6482069
704 N Superior, Spokane, WA 99202
89
Wealthminder
score

Jeremy Russell (CRD# 6482069) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 3 years of experience in the finance industry.

9
Katherine M. Benjamin
CRD#: 4362077
1200 Fifth Ave, Suite 830, Sage Advisors, Llc, Seattle, WA 98101
86
Wealthminder
score

Katherine Benjamin (CRD# 4362077) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Seattle, WA and has over 18 years of experience in the finance industry. Katherine Benjamin 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.

10
Kyle T. Knigge
CRD#: 4986098
704 N Superior, Spokane, WA 99202
71
Wealthminder
score

Kyle Knigge (CRD# 4986098) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 2 years of experience in the finance industry.

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