Chad Peterson has held the title Member at Columbia River Financial Group since June 2017, is a control person of the firm and directly owns 75% or more of it. Chad Peterson holds a Bachelor's Degree in Business Administration from Kent State University.
Columbia River Financial Group, LLC is a Vancouver, WA firm with $195M under management, 278 clients and 4 advisers across 2 offices, as of its September 2026 filing.
Chad Peterson is Founder & Director of Mission and Vision of Columbia River Financial Group. He is also founder, managing member, and senior financial advisor at the firm, and brings almost three decades of experience as a financial advisor.
Chad Peterson’s longest registration was 13 years at Thrivent Investment Management Inc. (2003–2017). Before joining Columbia River Financial Group in 2017, Chad Peterson was registered through Thrivent Investment Management Inc.
- – present · 9 yearsSt Pete Beach, FL · Adviser representative · Firm CRD 288539
- Thrivent Investment Management Inc.– · 13 yearsVancouver, WA · Adviser representative · Firm CRD 18387
Professional designations
Listed by Columbia River Financial Group
- CFP®
Investment adviser representative registrations
Chad Peterson is registered as an investment adviser representative in 3 states. The first approvals date from June 2017; the most recent is Florida, in September 2026.
- FloridaSince 21 September 2026
- OregonSince 1 June 2017
- WashingtonSince 1 June 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 February 2003 |
| Series 7 | General Securities Representative Examination | 22 February 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 August 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 August 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Chad Mitchell Peterson
- CRD
- 2381093
- Firm
- Columbia River Financial Group · CRD 288539
- Role
- Member
- Office
- St Pete Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- August 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- columbiariverfg.com
Where does Chad Peterson work?
Chad Peterson has held the title Member at Columbia River Financial Group, LLC since June 2017, and is a control person of the firm.
Is Chad Peterson a financial advisor?
Yes. Chad Peterson has a current investment-adviser registration in Florida, Oregon and Washington, through Columbia River Financial Group since June 2017.
How many years of experience does Chad Peterson have?
Chad Peterson has 33 years in the financial industry, since August 1993, across 2 adviser firms.
What exams has Chad Peterson passed?
Chad Peterson has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in August 1993. FINRA credited Chad Peterson with the SIE, which began in October 2018.
Where is Chad Peterson based?
Chad Peterson’s registered office is in St Pete Beach, FL.
Is Chad Peterson registered with FINRA?
No. Chad Peterson has no current broker registration.
Is Chad Peterson a CFP?
Columbia River Financial Group lists Chad Peterson with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Chad Peterson’s record?
Search CRD 2381093 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Chad Peterson’s full registration record.
