Andrew M. Kangas

COLUMBIA WEALTH ADVISORS LLC

Scappoose, OR

Some features on this profile are disabled

CRD#: 6573704

Professional summary

Andrew Michael Kangas is a registered financial advisor currently at COLUMBIA WEALTH ADVISORS LLC located in Scappoose, Oregon.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 3 firms and has passed the Series 66, Series 6TO, SIE and Series 7 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. **Andy Kangas (Musician) - NOT INVESTMENT RELATED - NO PHYSICAL LOCATION - BAND MEMBER - MUSICAL PERFORMANCE AT EVENTS - 10-20 HR/MO, 0 HR/MO DURING TRADING. 2. INVESTMENT ADVISOR REP AT COLUMBIA WEALTH ADVISORS, LLC. OWNER AND ADVISOR. COMPENSATION IN FORM OF FEES FOR ACCOUNT ADVICE & MANAGEMENT. WEBSITE: WWW.COLUMBIAWEALTHADVISORS.COM. REP DOES HAVE A PERSONAL FINANCIAL INVESTMENT (THE FIRM'S INCOME COVERS ITS EXPENSES. IF A TIME ARISES WHEN THIS IS NOT THE CASE THEN THE REP MAY PERSONALLY COVER THE DIFFERENCE). 20-60 HOURS PER WEEK, DURING TRADING HOURS. 3. FIXED AND INDEXED INSURANCE PRODUCER; SOLICIT AND SELL FIXED AND INDEXED INSURANCE PRODUCTS AND SERVICES THE PRODUCTS. COMPENSATION IN FORM OF FEES AND OR COMMISSIONS. NO PERSONAL FINANCIAL INVESTMENT. LESS THAN 10 HOURS PER WEEK, DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Kangas'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®

None

Experience

Current

October 5, 2017 - Present

COLUMBIA WEALTH ADVISORS LLC

RIA

CRD#: 288720

Scappoose, OR

Past

October 23, 2017 - September 6, 2024

REALTA EQUITIES, INC.

CRD#: 23769

Scappoose, OR

Past

December 4, 2015 - September 29, 2017

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

SCAPPOOSE, OR

Past

October 27, 2015 - September 29, 2017

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SCAPPOOSE, OR

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

Oregon
(10/5/2017)

IAR

Washington
(11/2/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/3/2015

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/27/2015

General Securities Representative Examination

Current Firm

COLUMBIA WEALTH ADVISORS LLC

COLUMBIA WEALTH ADVISORS | KANGAS, ANDREW MICHAEL | COLUMBIA WEALTH ADVISORS LLC

CRD#: 288720 / SEC#:

Oregon

Registered Investment Advisory firm - (8/2/2017 Approved)

Washington

Registered Investment Advisory firm - (11/2/2017 Approved)

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

33555 E Columbia Ave Ste 114, Scappoose, OR 97056

Mailing Address

Po Box 1007, Scappoose, OR 97056

Phone number

(971) 570-0346

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 24,242,000

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew M. Kangas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Kangas's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLUMBIA WEALTH ADVISORS LLC

REALTA EQUITIES, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2015

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/27/2015

Current Firm

COLUMBIA WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COLUMBIA WEALTH ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors