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Douglas Garth Youngberg

Douglas G. Youngberg

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CRD#: 4238033
Douglas Garth Youngberg
Douglas Garth Youngberg

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Garth Youngberg, CFP®, who also goes by Doug Youngberg, Douglas G Youngberg, Douglas Garth Youngberg, Douglas Garth Garth Youngberg, Douglas Youngberg, was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 2000. Douglas had worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Aliases

Doug Youngberg | Douglas G Youngberg | Douglas Garth Youngberg | Douglas Garth Garth Youngberg | Douglas Youngberg

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Past

February 25, 2025 - July 28, 2026

COLUMBIA ADVISORY PARTNERS, LLC

RIA
CRD#: 171616
SPOKANE, WA
Past

September 30, 2020 - July 9, 2024

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
SPOKANE, WA
Past

August 21, 2020 - July 9, 2024

NYLIFE SECURITIES LLC

BD
CRD#: 5167
SPOKANE, WA
Past

September 21, 2017 - July 13, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Spokane, WA
Past

January 3, 2012 - October 13, 2017

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
ENGLEWOOD, CO
Past

October 12, 2007 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Spokane, WA
Past

October 27, 2000 - July 13, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Spokane, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM

CRD#: 171616 / SEC#: 801-116703

RIA
Registered Investment Advisory firm - (5/30/2019 Approved)
Arizona
Registered Investment Advisory firm - (5/31/2019 Terminated)
California
Registered Investment Advisory firm - (6/30/2019 Terminated)
Florida
Registered Investment Advisory firm - (1/8/2018 Terminated)
Idaho
Registered Investment Advisory firm - (5/31/2019 Terminated)
Indiana
Registered Investment Advisory firm - (1/8/2018 Terminated)
Missouri
Registered Investment Advisory firm - (12/11/2018 Terminated)
Ohio
Registered Investment Advisory firm - (1/8/2018 Terminated)
Oklahoma
Registered Investment Advisory firm - (12/4/2018 Terminated)
Oregon
Registered Investment Advisory firm - (6/4/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/31/2019 Terminated)
Utah
Registered Investment Advisory firm - (12/11/2018 Terminated)
Washington
Registered Investment Advisory firm - (6/7/2019 Terminated)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/12/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/26/2000
General Securities Representative Examination

Current Firm

CA
COLUMBIA ADVISORY PARTNERS, LLC
COLUMBIA ADVISORY PARTNERS, LLC | TOTAL ADVISOR NETWORK, LLC | TOTAL ADVISOR | STEVE LARSEN, CPA, CFP | RIGHT MONEY ADVISORS | RIGHT MONEY | LARSEN FINANCIAL CORP | INTERAXIS PLATFORM

CRD#: 171616 / SEC#: 801-116703

RIA
Registered Investment Advisory firm - (5/30/2019 Approved)
Arizona
Registered Investment Advisory firm - (5/31/2019 Terminated)
California
Registered Investment Advisory firm - (6/30/2019 Terminated)
Florida
Registered Investment Advisory firm - (1/8/2018 Terminated)
Idaho
Registered Investment Advisory firm - (5/31/2019 Terminated)
Indiana
Registered Investment Advisory firm - (1/8/2018 Terminated)
Missouri
Registered Investment Advisory firm - (12/11/2018 Terminated)
Ohio
Registered Investment Advisory firm - (1/8/2018 Terminated)
Oklahoma
Registered Investment Advisory firm - (12/4/2018 Terminated)
Oregon
Registered Investment Advisory firm - (6/4/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/31/2019 Terminated)
Utah
Registered Investment Advisory firm - (12/11/2018 Terminated)
Washington
Registered Investment Advisory firm - (6/7/2019 Terminated)
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Contact information

Main Address
6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208
Mailing Address
Phone number
(509) 822-3850
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A COLUMBIA ADVISORY PARTNERS LLC FEBRUARY 2026 (2/20/2026)

Regulatory assets under management

Total Number of Accounts1,822
AUM (Assets Under Management)$ 312,630,000

Red Flags

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.

Company Information

COLUMBIA ADVISORY PARTNERS, LLC

CRD#: 171616

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