Columbia Advisory Partners, LLC

Columbia Advisory Partners, LLC (CRD# 171616) is a financial advisory firm headquartered in Spokane, WA. They manage $240,250,000 in 1,652 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $145,430
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, MT, OR, TX, WA

Financial Advisors at Columbia Advisory Partners, LLC
Showing 1 - 10 of 10 top financial advisors.
1
John F. Bevan
CRD#: 5980803
3918 N Post St, Spokane, WA 99205

John Bevan (CRD# 5980803) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 12 years of experience in the finance industry.

2
Tyson S. Blake
CRD#: 4688694
10115 N. Newport Hwy. Unit C, Spokane, WA 99218

Tyson Blake (CRD# 4688694) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 20 years of experience in the finance industry.

3
Matthew D. Foust
CRD#: 4489553
3918 N Post St, Spokane, WA 99205

Matthew Foust (CRD# 4489553) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 22 years of experience in the finance industry.

4
Kyle T. Knigge
CRD#: 4986098
3918 N Post St, Spokane, WA 99205

Kyle Knigge (CRD# 4986098) 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.

5
Nickolas E. Reilly
CRD#: 5808993
Seattle, WA

Nickolas Reilly (CRD# 5808993) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Seattle, WA and has over 9 years of experience in the finance industry.

6
Jeremy D. Russell
CRD#: 6482069
3918 N Post St, Spokane, WA 99205

Jeremy Russell (CRD# 6482069) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 8 years of experience in the finance industry.

7
Brian J. Schafer
CRD#: 6440829
3918 N Post St, Spokane, WA 99205

Brian Schafer (CRD# 6440829) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 9 years of experience in the finance industry.

8
Keith Browning
CRD#: 7418495
3918 N Post St, Spokane, WA 99205

Keith Browning (CRD# 7418495) 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.

9
Soracha Haley
CRD#: 7533057
3918 N Post St, Spokane, WA 99205

Soracha Haley (CRD# 7533057) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has 1 year of experience in the finance industry.

10
Kimberly P. Smith
CRD#: 7142249
3918 N Post St, Spokane, WA 99205

Kimberly Smith (CRD# 7142249) is an Investment Advisor Representative working at Columbia Advisory Partners, LLC in Spokane, WA and has over 4 years of experience in the finance industry.

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