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Khalen Jaret Dwyer

COLUMBIA CAPITAL MANAGEMENT, LLC·MERRIAM, Kansas
Clean recordCOLUMBIA CAPITAL MANAGEMENT, LLC
6700 ANTIOCH, MERRIAM, KS 66204CRD# 7089479Firm CRD# 112773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Khalen Jaret Dwyer · MERRIAM, KS
Registration
CRD #7089479 · COLUMBIA CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Khalen Jaret Dwyer is a registered financial advisor based in MERRIAM, Kansas, affiliated with COLUMBIA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
COLUMBIA CAPITAL MANAGEMENT, LLC
COLUMBIA CAPITAL MANAGEMENT, LLC
AUM
$1.7B
Regulatory assets under management
Employees
15
Total firm employees
Services
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7089479
Firm CRD# 112773
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Khalen Jaret Dwyer offer?
Khalen Jaret Dwyer specializes in Wealth Management. Contact their office in MERRIAM, Kansas for a consultation.
What are Khalen Jaret Dwyer's credentials?
Khalen Jaret Dwyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Khalen Jaret Dwyer located?
Khalen Jaret Dwyer is based in MERRIAM, Kansas, working with COLUMBIA CAPITAL MANAGEMENT, LLC. Their office serves clients in the MERRIAM metropolitan area and surrounding communities.
How does Khalen Jaret Dwyer charge for services?
Khalen Jaret Dwyer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA CAPITAL MANAGEMENT, LLC?
COLUMBIA CAPITAL MANAGEMENT, LLC has approximately 15 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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