Cassidy
Stevick
Columbia River Advisors
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About this Advisor
Cassidy Stevick is a financial advisor based in Olympia, Washington, working with Columbia River Advisors. Cassidy has previously held positions at Columbia River Advisors, St. Martin's University, Olympia High School, Human Body Works, Na - Extended Travel, Rand Creek Ranch, and Prentice Wealth Management LLC Dba Prentice Financial Planning. Cassidy has passed the Series 65 regulatory exam and is registered to provide services in Washington. Currently, Cassidy is part of Columbia River Advisors, which operates out of Olympia, Washington. The firm has 2 offices and 7 employees. The firm manages assets totaling $471.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Columbia River Advisors includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Columbia River Advisors Brokerage Details
$471,863,340
7
1,049
$449,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Cassidy Stevick Work History
Prentice Wealth Management LLC Dba Prentice Financial Planning
Columbia River Advisors
St. Martin'S University
Olympia High School
Human Body Works
Na - Extended Travel
Rand Creek Ranch
Disclosures
Please visit the SEC profile of Cassidy Stevick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Columbia River Advisors
Tacoma, WA
Olympia, WA
Tacoma, WA
Bellevue, WA
Federal Way, WA
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