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COLUMBIA RIVER FINANCIAL GROUP

VANCOUVER, WA · CRD 288539 · IAPD ↗ · 3603353350

$194.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — COLUMBIA RIVER FINANCIAL GROUP notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2026 — COLUMBIA RIVER FINANCIAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2026 — COLUMBIA RIVER FINANCIAL GROUP notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.