Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

PH

Philip Bryan Hagen

INTERCHANGE CLEARING

VANCOUVER, WA

·CRD# 2300287·34 years experience

Professional Summary

Philip Bryan Hagen, who also goes by Bryan Philip Hagen, is a registered financial advisor currently at INTERCHANGE CLEARING LLC located in Vancouver, Washington. Philip is registered as a RR (Registered Representative) and started their career in finance in 1992. Philip has worked at 8 firms and has passed the Series 63, Series 65, Series 99TO, Series 52TO, Series 79, SIE, Series 57, Series 7, Series 14, Series 24, Series 53 and Series 4 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bryan Philip Hagen

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Years of Experience

34 years in the financial services industry

Current & Past Employments

INTERCHANGE CLEARING LLC·CRD# 332577

BD

700 Washington Street Suite 401, Vancouver, WA 98660

October 12, 2026 - Present

BAKKT BROKERAGE, LLC·CRD# 288227

BD

Portland, OR

September 27, 2022 - July 9, 2024

TITAN GLOBAL TECHNOLOGIES LLC·CRD# 312379

BD

Portland, OR

September 22, 2021 - September 23, 2022

BUMPED INVEST·CRD# 305161

RIA

Portland, OR

July 10, 2020 - April 30, 2021

BAKKT BROKERAGE, LLC·CRD# 288227

BD

Portland, OR

March 7, 2018 - May 7, 2021

PAULSON INVESTMENT COMPANY LLC·CRD# 5670

BD

Portland, OR

July 2, 2012 - October 14, 2015

PHILLIPS & COMPANY·CRD# 35800

RIA

Portland, OR

March 15, 2004 - January 24, 2011

WILLAMETTE SECURITIES, INC.·CRD# 32451

BD

Portland, OR

March 21, 2001 - April 27, 2001

WILLAMETTE SECURITIES, INC.·CRD# 32451

BD

Portland, OR

November 14, 2000 - March 16, 2001

PHILLIPS & COMPANY·CRD# 35800

BD

Portland, OR

November 14, 2000 - January 24, 2011

PHILLIPS & COMPANY·CRD# 35800

BD

Portland, OR

June 22, 1994 - March 30, 1998

SENTRA SECURITIES CORPORATION·CRD# 10249

BD

Phoenix, AZ

November 23, 1992 - July 20, 1994

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Current Firm

IC

INTERCHANGE CLEARING LLC

INTERCHANGE CLEARING LLC

CRD#: 332577 / SEC#: 8-71264

BD

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Contact Information

Main Address

700 Washington Street Suite 401, Vancouver, WA 98660

Mailing Address

700 Washington Street Suite 401, Vancouver, WA 98660

Phone Number

+1 (855) 468-7934

Established

Delaware since 06/25/2024

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

Name	Position	CRD#
INTERCHANGE FINANCIAL TECHNOLOGIES INC.	OWNER	—
BARBANO, LYNLEY ESTELLE	PRINCIPAL OPERATIONS OFFICER	2239052
BRIDGEFORD, LISA ANN	CHIEF COMPLIANCE OFFICER	2226230
GILES, MICHAEL HARLAND	CEO/PRESIDENT	6148642
WEITKAM, LOUIS III	FINOP, PRINCIPAL FINANCIAL OFFICER	3271399

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2018About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2003About the Series 65 exam

Series 99TO — Operations Professional Examination

Passed Oct 2026About the Series 99TO exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

Series 79 — Investment Banking Registered Representative Examination

Passed Dec 2018About the Series 79 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 57 — Securities Trader Exam

Passed Aug 2017About the Series 57 exam

Series 7 — General Securities Representative Examination

Passed Nov 1992About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Oct 2026About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Mar 1995About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed May 1994About the Series 53 exam

Series 4 — Registered Options Principal Examination

Passed Jul 1993About the Series 4 exam

FINRA

SRO Registrations

Nasdaq Stock Market

SRO Registrations

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Philip Bryan Hagen's CRS (Customer Relationship Summary).

Similar Advisors

Gregory Scott Bowen

Gregory Scott Bowen

MARINER

Portland, OR · CRD#

Viengsavanh Bounnam

Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Devlin William Carothers

Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Jason Townsend Lambert

Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

PH

Follow Philip

Get alerted to job moves, licensing changes, and new disclosures

Free — no card required