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Charles A Petitjean

Barker Wealth Management, LLC

Camas, WA

Ridgefield, WA

CRD 6829472

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Employer firm

Barker Wealth Management, LLC CRD 226768

$241M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Barker Wealth Management, Llc

2005 Se192Nd Avenue Suite 200, Camas, WA 98607 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-01-05
WA RA APPROVED 2023-07-14
  • OR RA
    APPROVED
    Since 2026-01-05
  • WA RA
    APPROVED
    Since 2023-07-14

Branch Locations

2005 Se192Nd Avenue Suite 200, Camas, WA 98607 • United States

Ridgefield, WA • 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
Barker Wealth Management, Llc Camas WA 03/2020 05/2022
Mercer, Llc Portland OR 02/2019 03/2020
Oregon State University Corvallis OR 09/2014 12/2018
Cable Hill Partners, Llc Portland OR 05/2022 06/2023
Barker Wealth Management, Llc Camas WA 07/2023 Present
Previous Registrations
  • 2022-05-31 → 2023-06-30
    Cable Hill Partners, Llc
    Portland, OR
  • 2021-03-05 → 2022-05-24
    Barker Wealth Management, Llc
    Camas, WA
    Beaverton, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-25
  • S65 Uniform Investment Adviser Law Examination
    2020-11-25
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
VITA PLANNING GROUP LLC
LPL FINANCIAL LLC

Nearby Investors

RYAN FARRELL JENSEN
Timothy Daniel Gallagher
ERIK HANS HANSEN

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · CAMAS, WA
VITA PLANNING GROUP LLC · CAMAS, WA
LPL FINANCIAL LLC · CAMAS, WA

More in Camas, WA

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