Michael Ray Baltzell
Investment adviser representative at Columbia River Financial Group
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$194.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Columbia River Financial Group, LLCJun 2017 to now
- Columbia River Financial GroupOct 2016 to Nov 2016
- Thrivent Financial for LutheransOct 2004 to Jun 2017
- Thrivent Investment Management Inc.Oct 2004 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Columbia River Financial Group
Legal name: Columbia River Financial Group, LLC
$194.8MAssets managed
278Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4871330
- Firm CRD
- 288539