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David Browning

Advisor at Columbia Advisory Partners, LLC — Spokane, WA N Cedar Road

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Spokane, WA 99208

Columbia Advisory Partners, LLC logo

Columbia Advisory Partners, LLC

Team

Total advisors

17

Across 6 offices

Clients per advisor

37 Low

Avg AUM per client

$470,841 Low

HNW client ratio

29% Typical

About

David Browning is a financial advisor at Columbia Advisory Partners, LLC in Spokane, WA, holding a Series 65 designation. He began his advisory career in 2026 after 13 years with the Mead School District. Columbia Advisory Partners is a team advisory firm serving individuals, corporations, 401(k) plans, and private fund investors. The firm provides comprehensive financial planning, investment management, accounting, and business consulting services, utilizing modern portfolio theory and fundamental analysis with diversified portfolios managed on a discretionary basis.

Client services

Based on Columbia Advisory Partners, LLC

Financial planning Portfolio management

Expertise

Based on Columbia Advisory Partners, LLC

Private / alternative investments

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Fee options

Fixed

Negotiated annual flat fees based on estimated time and complexity of services; amount varies case-by-case

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.25% $25,000,001+: 0.15%

Commissions

Commission-based compensation is received for sales of insurance products by some representatives

Project-based

Financial planning and consulting hourly fees from $150 to $450 depending on planner and complexity

Performance-based

Performance allocation fees apply for Private Credit Fund limited partners who are qualified clients

Other

Minimum fee: Annual flat fee negotiated based on time and complexity; fees are negotiable; no client pays more than tiered fees or flat 1.50% max Fee-only: Yes, as CAP provides fee-only advisory and financial planning services; they do not charge commissions

Location

See office

Spokane, WA N Cedar Road

6501 N Cedar Road, Building 4, Suite C

Spokane WA 99208

Advisors at this office

13

Most active in

Washington

Work history

< 1 year of industry experience

Columbia Advisory Partners, LLC

2026 - Present • 1 year

Spokane, WA

Mead School District

2013 - 2026 • 13 years

Mead, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Maxim M

CFP®

Mead, WA

Averton Wealth

Maxim Makhnyk is a CFP®-designated financial advisor at Averton Wealth with six years of industry experience. He previously worked at LPL Financial, Trustage/CMG/CBSI, Edward Jones, and MW Consulting Engineers. Averton Wealth offers discretionary asset management alongside financial planning and consulting for individuals, high-net-worth clients, trusts, and estates. The firm uses quantitative planning tools like Monte Carlo analysis and modern portfolio theory to create customized strategies, providing both portfolio management and hourly financial planning engagements.

General retirement planning Retirement income strategy Roth conversion strategy Wealth management Inheritance planning Retired Government Employee Self-Employed Engineering Professional Technology Professional Approaching retirement Retired Widow/Widower

Eric S

CFP®, Series 66, Series 63

Spokane, WA

Selkirk Wealth Advisors, LLC

Eric Stutzman is a CFP® professional with 14 years of industry experience. He has worked at Etesian Wealth Advisors, Inc. since 2013. Stutzman is based in Spokane, WA, and holds the Series 66 license. Selkirk Wealth Advisors, LLC provides comprehensive financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $207 million on a discretionary basis and offers customized portfolios using no-load mutual funds, ETFs, individual stocks and bonds, as well as access to third-party money managers.

Wealth management Trust structures (GRAT, IDGT, revocable) Roth conversion strategy Founder/Business Owner Airline Pilot Self-Employed Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964) Approaching retirement Retired

Amy D

CFP®, Series 66

Spokane, WA

Stewardship Concepts Financial Services LLC

Amy Drury, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. She works with retirees and near-retirees who want help making sense of retirement income, investments, taxes, Social Security, and the decisions that come with this stage of life. Amy enjoys helping clients feel more organized, prepared, and confident about their financial future. Her approach is thoughtful and detail-oriented, with a focus on helping people understand how the pieces of their retirement plan fit together. Outside the office, Amy enjoys summer days at the lake with her husband, Clint, and their daughters, Blakely and Lyla. She also enjoys trying new recipes, reading, and running on sunny days.

General retirement planning Income planning Retirement income strategy Roth conversion strategy Wealth management Retired Executive Approaching retirement Retired

Sarah W

Series 65, CFP®

Spokane, WA

Selkirk Wealth Advisors, LLC

Sarah Williams is a financial advisor at Selkirk Wealth Advisors, LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Fulcrum Financial Group before joining Selkirk Wealth Advisors in 2017. Selkirk Wealth Advisors provides comprehensive financial planning and discretionary investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm customizes portfolios using no-load mutual funds, ETFs, individual stocks and bonds, and offers access to third-party money managers while managing approximately $207 million for around 204 clients.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management

Noah S

CFP®, Series 65

Spokane, WA

Stewardship Concepts Financial Services LLC

Noah Schwab, CFP® is a Spokane-based financial advisor and owner at Stewardship Concepts Financial Services. He works primarily with retirees and near-retirees who want help making sense of retirement income, Roth conversions, Social Security, investments, and taxes. Noah became a financial advisor because he enjoys helping people make confident decisions during major life transitions. His work focuses on helping clients bring the pieces of retirement together into a plan that feels clear, thoughtful, and aligned with their goals. Outside the office, Noah enjoys traveling, backpacking, pickleball, chess, and spending time with his wife, Jenny, and their son, Judah.

Retirement income strategy Medicare planning Roth conversion strategy Retirement withdrawal strategies Charitable giving tax strategies Retired Attorney Dentist Doctor or Medical Professional Executive Approaching retirement Retired

Eric C

CFP®, Series 63, Series 65

Spokane, WA

Quantum Financial Planning Services, Inc.

Eric Christiansen is a CFP® with 30 years of industry experience. He has worked at Quantum Financial Planning Services, Inc. since 1995 and was previously with Securities Service Network, Inc. for 18 years. Quantum Financial Planning Services, Inc. is a fee-only, SEC-registered advisory firm serving individuals, small businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on comprehensive financial planning and investment management using globally diversified portfolios tailored to clients’ time horizons and risk tolerances.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy General tax planning Retired Approaching retirement Retired
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