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33555 E Columbia Ave Ste 114, Scappoose, OR 97056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APP_PEND_IARCE | 2026-01-01 |
| WA | RA | APPROVED | 2017-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 10/2015 | 09/2017 |
| Columbia Wealth Advisors Llc | Scappoose | OR | 10/2017 | Present |
| Realta Equities, Inc. | Wilmington | DE | 10/2017 | Present |
1. **Andy Kangas (Musician) - NOT INVESTMENT RELATED - NO PHYSICAL LOCATION - BAND MEMBER - MUSICAL PERFORMANCE AT EVENTS - 10-20 HR/MO, 0 HR/MO DURING TRADING. 2. INVESTMENT ADVISOR REP AT COLUMBIA WEALTH ADVISORS, LLC. OWNER AND ADVISOR. COMPENSATION IN FORM OF FEES FOR ACCOUNT ADVICE & MANAGEMENT. WEBSITE: WWW.COLUMBIAWEALTHADVISORS.COM. REP DOES HAVE A PERSONAL FINANCIAL INVESTMENT (THE FIRM'S INCOME COVERS ITS EXPENSES. IF A TIME ARISES WHEN THIS IS NOT THE CASE THEN THE REP MAY PERSONALLY COVER THE DIFFERENCE). 20-60 HOURS PER WEEK, DURING TRADING HOURS. 3. FIXED AND INDEXED INSURANCE PRODUCER; SOLICIT AND SELL FIXED AND INDEXED INSURANCE PRODUCTS AND SERVICES THE PRODUCTS. COMPENSATION IN FORM OF FEES AND OR COMMISSIONS. NO PERSONAL FINANCIAL INVESTMENT. LESS THAN 10 HOURS PER WEEK, DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-03 |
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