Holly Breeden has been Chief Compliance Officer of Fort Vancouver Investment Management since August 2014, is not listed as a control person, but directly owns under 5% of the firm. Holly Breeden studied at Utah Valley State College.
Fort Vancouver Investment Management, LLC is a Vancouver, WA firm with $237M under management, 194 clients and 4 advisers in one office, as of its February 2026 filing.
Holly Breeden is Director of Compliance of Fort Vancouver Investment Management. She and Rob Pool have worked together since 2006, when she entered the investment management industry. She assists with portfolio reviews, trade placements, compliance obligations and additional client outreach services, and completed the investment advisory exam in 2014.
- – present · 12 yearsVancouver, WA · Adviser representative · Firm CRD 157019
Investment adviser representative registrations
Holly Breeden is registered as an investment adviser representative in 3 states. Each was approved in August 2014.
- OregonSince 5 August 2014
- TexasSince 5 August 2014
- WashingtonSince 5 August 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 June 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Holly Crowe Breeden
- CRD
- 6365891
- Firm
- Fort Vancouver Investment Management · CRD 157019
- Role
- Chief Compliance Officer
- Office
- 1601 OFFICERS ROW, Vancouver, WA 98661
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fortvancouverim.com
Where does Holly Breeden work?
Holly Breeden has been Chief Compliance Officer of Fort Vancouver Investment Management, LLC since August 2014.
Is Holly Breeden a financial advisor?
Yes. Holly Breeden has a current investment-adviser registration in Oregon, Texas and Washington, through Fort Vancouver Investment Management since August 2014.
How many years of experience does Holly Breeden have?
Holly Breeden has 12 years in the financial industry, since August 2014, across 1 adviser firm.
What exams has Holly Breeden passed?
Holly Breeden passed the Series 65 in June 2014.
Where is Holly Breeden based?
Holly Breeden’s registered office is in Vancouver, WA.
Is Holly Breeden registered with FINRA?
No. Holly Breeden has no current broker registration.
How can I verify Holly Breeden’s record?
Search CRD 6365891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Holly Breeden’s full registration record.
