Ian Curtiss, financial advisor Bellevue WA

Ian Curtiss

CRD Number: 6186659
Current Firm: Coldstream Wealth Management

Ian Curtiss (CRD# 6186659) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 2 years of experience in the finance industry. Ian Curtiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Coldstream Wealth Management Bellevue, WA Apr 2021 - Current < 1
Pathstone Bellevue, WA Oct 2020 - Apr 2021 < 1
Cornerstone Advisors, Inc. Bellevue, WA Aug 2019 - Sep 2020 1
Pacific Portfolio Seattle, WA Mar 2018 - Aug 2019 1
Soverign Wealth Advisors Bellevue, WA Sep 2017 - Mar 2018 < 1
Northwest Plan Services Seattle, WA Apr 2014 - Sep 2017 3
Homestreet Bank Seattle, WA Jul 2013 - Mar 2014 < 1
Seattle Pacific University - Universal Language Project Seattle, WA Aug 2012 - Aug 2013 1
Northwestern Mutual Seattle, WA Apr 2013 - Jul 2013 < 1
Full Time Education Seattle, WA Jan 2013 - Jun 2013 < 1
Red Safety Bellevue, WA Dec 2012 - Dec 2012 < 1
Full Time Education Seattle, WA Aug 2012 - Dec 2012 < 1
Seattle Church Of Christ Bellingham, WA Jun 2012 - Jun 2012 < 1
Full Time Education Seattle, WA Sep 2011 - Jun 2012 < 1
Swedish Cultural Center Seattle, WA May 2011 - Nov 2011 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
Contact Info for Ian B. Curtiss
Phone Number: 425-283-1600
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    6,151
    MILLIONS
  • Total Number of Accounts
    2,221
    ACCOUNTS
  • Average Account Value
    $2,769,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AZ, CA, CO, FL, GA, HI, ID, IL, MA, MT, NM, NV, NY, OH, OR, TX, UT, VA, WA, WI

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