Unclaimed Profile

Steven Thomas Larsen

COLUMBIA ADVISORY PARTNERS, LLC·SPOKANE, Washington

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 24, Series 63, Series 66CFPClean record21 years registeredCOLUMBIA ADVISORY PARTNERS, LLC

3918 N POST ST, SPOKANE, WA 99205CRD# 4638715Firm CRD# 171616

Profile Verification

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

Identity

Steven Thomas Larsen · SPOKANE, WA

Registration

CRD #4638715 · COLUMBIA ADVISORY PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

COLUMBIA ADVISORY PARTNERS, LLC

Nov 2024 – present

COLUMBIA ADVISORY PARTNERS, LLC

Jun 2014 – May 2022

SPOKANE, WA

CJB FINANCIAL GROUP LLC

Jun 2013 – May 2016

SPOKANE, WA

TEN CAPITAL INVESTMENT ADVISORS, LLC

Jan 2012 – Jul 2013

SPOKANE, WA

CORE INVESTMENT STRATEGIES, LLC

Oct 2010 – Jul 2011

SPOKANE, WA

FSIC

Oct 2008 – Jan 2012

SPOKANE, WA

LARSEN FINANCIAL CORP

May 2005 – Dec 2008

SPOKANE, WA

SYMETRA INVESTMENT SERVICES, INC.

Sep 2004 – May 2005

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · September 14, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COLUMBIA ADVISORY PARTNERS, LLC

CRD 171616 · SEC 801-116703

AUM

$240M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Steven Thomas Larsen offer?

Steven Thomas Larsen specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SPOKANE, Washington for a consultation.

What are Steven Thomas Larsen's credentials?

Steven Thomas Larsen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Thomas Larsen located?

Steven Thomas Larsen 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 Steven Thomas Larsen charge for services?

Steven Thomas Larsen'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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