Unclaimed Profile

Kelsi Marie Marsh Spurgeon

COLUMBIA CAPITAL MANAGEMENT, LLC·OVERLAND PARK, Kansas

Series 65Clean record6 years registeredCOLUMBIA CAPITAL MANAGEMENT, LLC

6330 LAMAR AVENUE, OVERLAND PARK, KS 66202CRD# 6164886Firm CRD# 112773

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kelsi Marie Marsh Spurgeon · OVERLAND PARK, KS

Registration

CRD #6164886 · COLUMBIA CAPITAL MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COLUMBIA CAPITAL MANAGEMENT, LLC

ROBERT THOMAS CPA, LLC

Sep 2019 – Aug 2025

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 20, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLUMBIA CAPITAL MANAGEMENT, LLC

CRD 112773 · SEC 801-55499

AUM

$1.7B

Regulatory assets under management

Employees

90 client accounts

Services offered by COLUMBIA CAPITAL MANAGEMENT, LLC

Per Form ADV

Selection of other advisers

Other

View all advisors at COLUMBIA CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kelsi Marie Marsh Spurgeon offer?

Kelsi Marie Marsh Spurgeon specializes in Wealth Management.

What are Kelsi Marie Marsh Spurgeon's credentials?

Kelsi Marie Marsh Spurgeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelsi Marie Marsh Spurgeon located?

Kelsi Marie Marsh Spurgeon is based in OVERLAND PARK, Kansas, last registered with COLUMBIA CAPITAL MANAGEMENT, LLC.

How does Kelsi Marie Marsh Spurgeon charge for services?

Kelsi Marie Marsh Spurgeon'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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