Chad
Peterson
Columbia River Financial Group
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About this Advisor
Chad Peterson is a financial advisor based in Vancouver, Washington, working with Columbia River Financial Group. Chad has previously held positions at Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Columbia River Financial Group, and Columbia River Financial Group, LLC. Chad has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon and Washington. Currently, Chad is part of Columbia River Financial Group, which operates out of Vancouver, Washington. The firm has 4 employees and manages assets totaling $137.6 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Columbia River Financial Group includes asset-based and fixed fees.
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Columbia River Financial Group Brokerage Details
$137,599,048
4
541
$254,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Chad Peterson Work History
Columbia River Financial Group, LLC
Columbia River Financial Group
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Disclosures
Please visit the SEC profile of Chad Peterson 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 Financial Group
Vancouver, WA
Vancouver, WA
Vancouver, WA
Vancouver, WA
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