Ian CurtissCRD 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.
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
Total Assets Under Management6,151MILLIONS
Total Number of Accounts2,221ACCOUNTS
Average Account Value$2,769,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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