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Kory Lynn Salagean

Columbia Asset Management, L.L.C.

Ann Arbor, MI

CRD 7270975

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Employer firm

Columbia Asset Management, L.l.c. CRD 124174

$1.20B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Columbia Asset Management, L.L.C.

924 N Main Street Suite 1, Ann Arbor, MI 48104 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-06-26
  • MI RA
    APPROVED
    Since 2020-06-26

Branch Locations

924 N Main Street Suite 1, Ann Arbor, MI 48104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Annie's Childrencenter Ann Arbor MI 01/2015 05/2019
School Saline MI 07/2007 12/2017
  • 01/2015 → 05/2019
    Annie's Childrencenter
    Ann Arbor, MI
  • 07/2007 → 12/2017
    School
    Saline, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-20
  • S65 Uniform Investment Adviser Law Examination
    2020-06-20

View on SEC IAPD

Nearby Firms

SPC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Nearby Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
JEFFREY STEPHEN SELF

Nearby Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI

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