MF
Matthew D. Foust
COLUMBIA ADVISORY PARTNERS
SPOKANE, WA 99208
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CRD#: 4489553
MF
Professional summary
Matthew David Foust is a registered financial advisor currently at COLUMBIA ADVISORY PARTNERS, LLC located in Spokane, Washington.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) 11/26/2014 - FOUST FINANCIAL - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - OWNER - TIME SPENT 1 HOUR PER MONTH - SPOKANE, WA
(2) 03/25/2015 - CORE GROUP USA - NON-VARIABLE INSURANCE - TIME SPENT 16 HOURS PER MONTH - SPOKANE, WA
(3) 06/18/2015 - CORE GROUP USA- NON-VARIABLE INSURANCE - INV REL - 111 EAST LINCOLN ROAD #5, SPOKANE, WA 99208 - START 02/23/2015 - 8 HRS/MO DURING SECS TRDG HRS.
(4) Matthew Foust sells insurance products as an individual and through multiple entities. He is a 50% owner of The PAC Network, which writes property, casualty, and health insurance. He is 100% owner of Columbia Insurance Partners, LLC, providing life, disability, and health insurance. Matt is a Relationship Manager with Core Group USA, where he advises insurance agents for commission. He also provides life insurance as an independent insurance agent.
(5) 07/09/2019 - Columbia Insurance Partners, LLC - Investment-related - 111 E Lincoln Road #101, Spokane, WA 99208 - Fixed Insurance Sales - Start date: 06/11/2014 - President - Hours devoted to business during trading hours: 5 - Hours devoted to business outside trading hours: 5 - Percentage of total yearly compensation expected to be derived from the business: 10.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Foust's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 30, 2018 - Present
COLUMBIA ADVISORY PARTNERS, LLC
Office #1: 6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208RIA
CRD#: 171616
SPOKANE, WA
Past
March 15, 2017 - May 31, 2018
MARINER ADVISOR NETWORK
RIA
CRD#: 283824
Spokane, WA
Past
July 31, 2014 - June 11, 2018
LPL FINANCIAL LLC
BD
CRD#: 6413
SPOKANE, WA
Past
June 6, 2014 - April 30, 2018
COLUMBIA ADVISORY PARTNERS, LLC
RIA
CRD#: 171035
SPOKANE, WA
Past
July 24, 2013 - December 1, 2014
CJB FINANCIAL GROUP LLC
RIA
CRD#: 166355
SPOKANE, WA
Past
December 1, 2010 - July 23, 2013
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
RIA
CRD#: 38357
SPOKANE, WA
Past
December 1, 2010 - July 24, 2013
VALMARK SECURITIES, INC.
BD
CRD#: 31243
SPOKANE, WA
Past
November 17, 2006 - December 21, 2010
PROSPERA INVESTMENT ADVISORS, LLC
RIA
CRD#: 117449
SPOKANE, WA
Past
November 13, 2006 - December 6, 2010
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SPOKANE, WA
Past
January 23, 2002 - November 14, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(5/30/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
18
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,744 |
| AUM (Assets Under Management) | $ 262,790,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
COLUMBIA ADVISORY PARTNERS, LLC
CRD#: 171616Spokane, WA 99208TRUST BUT VERIFY
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