PF
Paul W. Felsch
COLUMBIA ADVISORY PARTNERS
SPOKANE, WA 99208
Some features on this profile are disabled
CRD#: 5811362
PF
Professional summary
Paul Werner Felsch, who also goes by Paul Felsch, Paul Werner Felsch III, is a registered financial advisor currently at COLUMBIA ADVISORY PARTNERS, LLC located in Spokane, Washington.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Paul has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Felsch | Paul Werner Felsch Iii
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.
Missouri Arts Council, non-profit organization, 815 Olive St., Unit 16, St. Louis, MO 63101. Government agency that awards arts grants in the state of Missouri. Boa member since 7/1/2023, three days per year, no compensation. St. Louis University, School of Law, non-profit organization, 100 N. Tucker Blvd., St. Louis, MO 6310 Adjunct professor, start date of 1/1/2024, teaching one night per week for less than $3,000 in total compensation. No activity during business hours. St. Louis University, School of Law, non-profit organization, 100 N. Tucker Blvd., St. Louis, MO 63101. Adjunct professor, start date of 1/1/2024, teaching one night per week for less than $3,000 in total compensation. No activity during business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Werner Felsch'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
March 5, 2025 - Present
COLUMBIA ADVISORY PARTNERS, LLC
Office #1: 6501 N Cedar Road Building 4, Suite C, Spokane, WA 99208RIA
CRD#: 171616
SPOKANE, WA
Current
October 3, 2025 - Present
Office #1: 6501 North Cedar Street Building 4, Suite C, Spokane, WA 99208
SPOKANE, WA
Past
February 20, 2023 - March 6, 2025
ALLSPRING FUNDS MANAGEMENT, LLC
RIA
CRD#: 110841
Kirkwood, MO
Past
February 20, 2023 - March 6, 2025
ALLSPRING FUNDS DISTRIBUTOR, LLC
BD
CRD#: 133366
CHARLOTTE, NC
Past
November 2, 2010 - May 24, 2022
EDWARD JONES
RIA
CRD#: 250
ST LOUIS, MO
Past
September 19, 2010 - May 24, 2022
EDWARD JONES
BD
CRD#: 250
ST LOUIS, MO
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(3/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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#: 171616Spokane, WA 99208TRUST BUT VERIFY
Monitor Paul Felsch
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
