Advisor at Columbia Wealth Advisors LLC
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Firm
Columbia Wealth Advisors LLC
Location
Scappoose, OR
Credentials
Series 66
Industry experience
10 years
Andrew Kangas is a financial advisor and owner of Columbia Wealth Advisors LLC in Scappoose, Oregon. He holds a Series 66 designation and has 10 years of industry experience, including prior roles at KMS Financial Services, Inc. and Realta Equities, Inc. Outside of his advisory work, he is also a musician who performs at events. Columbia Wealth Advisors LLC is a fee-based registered investment adviser serving individuals, families, businesses, and institutional clients. The firm offers discretionary portfolio management and financial advice using a combination of fundamental and technical analysis, asset allocation, and cyclical analysis, with ongoing account monitoring and coordination of estate-planning services.
Based on Columbia Wealth Advisors LLC
<$50,000 - $50,000: 1.5% $50,001 - $150,000: 1.2% $150,001 - $250,000: 0.95% $250,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75%
Insurance commissions may be earned by IAReps who are licensed insurance agents; these commissions are in addition to advisory fees and clients may purchase insurance products through other agents.
Scappoose, OR
Oregon · Washington
Realta Equities, Inc.
2017 - Present (9 years)
Columbia Wealth Advisors LLC
2017 - Present (9 years)
KMS Financial Services, Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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