Charles A. Petitjean

BARKER WEALTH MANAGEMENT

Ridgefield, WA

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CRD#: 6829472

Professional summary

Charles A Petitjean is a registered financial advisor currently at BARKER WEALTH MANAGEMENT, LLC located in Ridgefield, Washington.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Charles has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles A Petitjean's CRS (Customer Relationship Summary).

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

July 14, 2023 - Present

BARKER WEALTH MANAGEMENT, LLC

RIA

CRD#: 226768

Ridgefield, WA

Past

May 31, 2022 - June 30, 2023

CABLE HILL PARTNERS, LLC

RIA

CRD#: 168252

PORTLAND, OR

Past

March 5, 2021 - May 24, 2022

BARKER WEALTH MANAGEMENT, LLC

RIA

CRD#: 226768

CAMAS, 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".

BARKER WEALTH MANAGEMENT, LLC

BARKER FINANCIAL LLC | BARKER WEALTH MANAGEMENT, LLC

CRD#: 226768 / SEC#: 801-120753

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

Oregon

Registered Investment Advisory firm - (6/16/2021 Terminated)

Washington

Registered Investment Advisory firm - (5/21/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(7/14/2023)

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 65

Date: 11/25/2020

Uniform Investment Adviser Law Examination

Current Firm

BARKER WEALTH MANAGEMENT, LLC

BARKER FINANCIAL LLC | BARKER WEALTH MANAGEMENT, LLC

CRD#: 226768 / SEC#: 801-120753

RIA

Registered Investment Advisory firm - (4/9/2021 Approved)

Oregon

Registered Investment Advisory firm - (6/16/2021 Terminated)

Washington

Registered Investment Advisory firm - (5/21/2021 Terminated)

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Contact information

Main Address

2005 Se192nd Avenue Suite 200, Camas, WA 98607

Mailing Address

111 Sw 5th Avenue Suite 3150, Portland, OR 97204

Phone number

(503) 616-8680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BARKER WEALTH MANAGEMENT FORM ADV PART 2A (2/11/2025)

Regulatory assets under management

Total Number of Accounts	265
AUM (Assets Under Management)	$ 195,270,143

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.

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Charles A. Petitjean

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles A Petitjean's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARKER WEALTH MANAGEMENT, LLC

CABLE HILL PARTNERS, LLC

BARKER WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

BARKER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2020

Current Firm

BARKER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARKER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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