Columbia River Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$192,465,088
Clients
274
Advisors
4
across 2 offices
About
Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations and business entities. It offers ongoing, customized advisory services—typically on a discretionary basis—and financial planning that can cover retirement planning, sale of a business, career transitions, and wealth transfer.
The firm tailors portfolios to client objectives and time horizons and uses a mix of quantitative and qualitative analysis, including modern portfolio theory, regular monitoring and rebalancing. It constructs portfolios across a broad set of instruments (stocks, bonds, mutual funds, ETFs, closed-end funds, structured notes, options and margin) and manages the majority of assets discretionarily while maintaining some non-discretionary arrangements.
Notable features include a compact, experienced team formed after the firm’s 2017 registration whose members largely share prior experience at Thrivent and hold advanced credentials (multiple CFP® designees and an APMA®). The brochure also discloses involvement by a team member in donor-advised fund activity, use of a national custodian that provides certain non-monetary benefits to the firm, and a stated minimum advisory fee that the firm notes may be higher than some peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Minimum fee: $4,500 per year per household (standard minimum advisory fee); also mentions a $3,000 per year per household minimum fee subject to clients (may vary or be waived)
Main office
See office16701 SE McGillivray Blvd., #250
Vancouver WA 98683
Advisors at this office
3
Offices (2)
Most active in
Arizona · California · Florida · Oregon · Washington
Also doing business as
Columbia River Financial Group · Columbia River Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Katherine H
CFP®, Series 66
Vancouver, WA
Columbia River Financial Group
Katherine Hardin is a Certified Financial Planner® with 15 years of industry experience. She has worked with Columbia River Financial Group since 2016 and previously spent seven years at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, primarily on a discretionary basis, and constructs portfolios using a mix of quantitative and qualitative analysis tailored to client objectives.
Chad P
CFP®, Series 63, Series 66
St Pete Beach, FL
Columbia River Financial Group
Chad Peterson is a CFP® professional with 33 years of industry experience. He has worked at Columbia River Financial Group since 2016 and previously spent 15 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory solutions, typically discretionary, and constructs portfolios using a combination of quantitative and qualitative analysis across a wide range of instruments.
Derek K
Series 63, Series 65
Vancouver, WA
Columbia River Financial Group
Derek Kaufman is a financial advisor with Columbia River Financial Group in Vancouver, WA, holding Series 63 and Series 65 designations and 17 years of industry experience. He has been with Columbia River Financial Group since 2016, and previously worked at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Columbia River Financial Group provides investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both quantitative and qualitative analysis to tailor portfolios across a wide range of instruments, managing most assets on a discretionary basis.
Michael B
CFP®, Series 66
Vancouver, WA
Columbia River Financial Group
Michael Baltzell is a CFP® with 21 years of industry experience, currently serving at Columbia River Financial Group since 2017. Prior to this, he worked for Thrivent Financial for Lutherans and Thrivent Investment Management from 2004 to 2017. Columbia River Financial Group provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers customized advisory services, typically on a discretionary basis, and employs a portfolio construction approach that incorporates both quantitative and qualitative analysis across a broad range of investment instruments.
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