AdFi
PW

Paul Werner Felsch

Investment Adviser Representative at COLUMBIA ADVISORY PARTNERS, LLC

Spokane, WACRD #5811362Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Washington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/29/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/17/2010
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 3/25/2011
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 2/16/2011
Series 24
General Securities Principal Examination
Passed 1/7/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Columbia Advisory Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

COLUMBIA ADVISORY PARTNERS, LLCCurrent
3/5/2025Spokane, WA
ALLSPRING FUNDS MANAGEMENT, LLC
2/20/20233/6/2025Kirkwood, MO
EDWARD JONES
11/2/20105/24/2022St Louis, MO

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at COLUMBIA ADVISORY PARTNERS, LLC

Showing 12 of 18 in the directory

View COLUMBIA ADVISORY PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Werner Felsch has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched