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Kimberly Patricia Smith

COLUMBIA ADVISORY PARTNERS, LLC·SPOKANE, Washington
SIE, Series 27, Series 65, Series 99TOClean record6 years registeredCOLUMBIA ADVISORY PARTNERS, LLC
3918 N POST ST, SPOKANE, WA 99205CRD# 7142249Firm CRD# 171616

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Patricia Smith · SPOKANE, WA
Registration
CRD #7142249 · COLUMBIA ADVISORY PARTNERS, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

COLUMBIA ADVISORY PARTNERS, LLC
Dec 2019 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 65
Series 99TO
Registration record
First registered · December 2, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLUMBIA ADVISORY PARTNERS, LLC
CRD 171616 · SEC 801-116703
AUM
$240M
Regulatory assets under management
Employees
16
1,652 client accounts
Services offered by COLUMBIA ADVISORY PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at COLUMBIA ADVISORY PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Patricia Smith offer?
Kimberly Patricia Smith specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SPOKANE, Washington for a consultation.
What are Kimberly Patricia Smith's credentials?
Kimberly Patricia Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Patricia Smith located?
Kimberly Patricia Smith is based in SPOKANE, Washington, working with COLUMBIA ADVISORY PARTNERS, LLC. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Kimberly Patricia Smith charge for services?
Kimberly Patricia Smith's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLUMBIA ADVISORY PARTNERS, LLC?
COLUMBIA ADVISORY PARTNERS, LLC has approximately 16 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COLUMBIA ADVISORY PARTNERS, LLC

Steven Thomas Larsen
SPOKANE, WA
CFP
Jeremy Daniel Russell
SPOKANE, WA
Matthew David Foust
SPOKANE, WA

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