Thanh Evoniuk (CRD# 7509375) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 2 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coldstream Wealth Management | Portland, OR | Oct 2021 - Current | 2 |
| Rosenbaum Financial, Inc. | Portland, OR | Jun 2020 - Sep 2021 | 1 |
| Portland State University | Portland, OR | Sep 2019 - Aug 2020 | < 1 |
| Portland State University | Portland, OR | Sep 2019 - Jun 2020 | < 1 |
| Perkins & Co | Portland, OR | Jan 2019 - Sep 2019 | < 1 |
| Portland State University | Portland, OR | Nov 2014 - Dec 2018 | 4 |
| Portland State University | Portland, OR | Sep 2014 - Dec 2018 | 4 |
| Perkins & Co | Portland, OR | Jan 2018 - Apr 2018 | < 1 |
| Perkins & Co | Portland, OR | Jun 2017 - Aug 2017 | < 1 |
| Isler Northwest LLC | Portland, OR | Jan 2017 - Apr 2017 | < 1 |
| Target | Seattle, WA | Sep 2013 - Jul 2014 | < 1 |
| North Seattle College | Seattle, WA | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- WA
-
Total Assets Under Management7,579MILLIONS
-
Total Number of Accounts3,121ACCOUNTS
-
Average Account Value$2,428,296
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, CT, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.