Derek Ronald Kaufman
Investment adviser representative at Columbia River Financial Group
17 yearsExperience
2 statesRegistered in
$194.8MFirm assets
5 yearsFirm in business
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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
17 years in the industry.
- Columbia River Financial Group, LLCJun 2017 to now
- Columbia River Financial GroupOct 2016 to Nov 2016
- Thrivent Financial for LutheransFeb 2012 to Jun 2017
- Thrivent Investment Management IncDec 2009 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2008
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
- 5506614
- Firm CRD
- 288539