Charles Petitjean has been an investment adviser representative at Barker Wealth Management since July 2023, and is not listed among the firm’s executive officers or direct owners. Charles Petitjean holds a Degree in Finance from Oregon State University and a Degree in Business Information Systems from Oregon State University.
Barker Wealth Management, LLC is a Camas, WA firm with $241M under management, 70 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Charles Petitjean is a Financial Planner/Wealth Advisor at Barker Wealth Management, LLC, based in Ridgefield, Washington. He works with retirees and near-retirees in an ongoing advisory capacity, providing financial planning and investment management. He is the founder and organizer of RetireRidgefield, a community for local retirees, and serves on the board of directors of the Ridgefield Chamber of Commerce.
Charles Petitjean’s longest registration is the current one, 3 years at Barker Wealth Management since 2023. Before joining Barker Wealth Management in 2023, Charles Petitjean was registered through Cable Hill Partners, LLC.
- – present · 3 yearsRidgefield, WA · Adviser representative · Firm CRD 226768
- Cable Hill Partners, LLC– · 1 yearPortland, OR · Adviser representative · Firm CRD 168252
Professional designations
Listed by Barker Wealth Management
- CFP®
Investment adviser representative registrations
Charles Petitjean is registered as an investment adviser representative in 2 states. The first approvals date from July 2023; the most recent is Oregon, in December 2025.
- OregonSince 4 December 2025
- WashingtonSince 14 July 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 November 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Charles A Petitjean
- CRD
- 6829472
- Firm
- Barker Wealth Management · CRD 226768
- Office
- Ridgefield, WA
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- barkerwealthmanagement.com
Where does Charles Petitjean work?
Charles Petitjean is an investment adviser representative registered through Barker Wealth Management, LLC since July 2023, and is not listed among the firm’s executive officers or direct owners.
Is Charles Petitjean a financial advisor?
Yes. Charles Petitjean has a current investment-adviser registration in Oregon and Washington, through Barker Wealth Management since July 2023.
How many years of experience does Charles Petitjean have?
Charles Petitjean has 5 years in the financial industry, since March 2021, across 2 adviser firms.
What exams has Charles Petitjean passed?
Charles Petitjean passed the Series 65 in November 2020.
Where did Charles Petitjean work before Barker Wealth Management?
Before Barker Wealth Management, Charles Petitjean was registered through Cable Hill Partners, LLC, May 2022 to June 2023.
Where is Charles Petitjean based?
Charles Petitjean’s registered office is in Ridgefield, WA.
Is Charles Petitjean registered with FINRA?
No. Charles Petitjean has no current broker registration.
Is Charles Petitjean a CFP?
Barker Wealth Management lists Charles Petitjean with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Charles Petitjean, CFP® biography, barkerwealthmanagement.com
How can I verify Charles Petitjean’s record?
Search CRD 6829472 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Petitjean’s full registration record.
