Katherine Quick, financial advisor Portland OR

Katherine Quick

CRD Number: 6504959
Current Firm: Coldstream Wealth Management

Katherine Quick (CRD# 6504959) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 3 years of experience in the finance industry. Katherine Quick 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 Portland, OR Oct 2021 - Current < 1
Rosenbaum Financial Portland, OR Jun 2015 - Sep 2021 6
Lyft Portland, OR Nov 2016 - Dec 2016 < 1
Portland State University Campus Recreation Portland, OR Sep 2015 - Jun 2016 < 1
Reedville Catering Inc. Portland, OR May 2015 - Jun 2015 < 1
Dealership Ids Portland, OR May 2015 - Jun 2015 < 1
Whitworth & Becker LLP Portland, OR Jan 2015 - May 2015 < 1
Laurel Parc Assisted Living At Bethany Village Portland, OR Dec 2014 - Jan 2015 < 1
Oui Presse Portland, OR Nov 2014 - Dec 2014 < 1
Period Of Unemployment Portland, OR Aug 2014 - Nov 2014 < 1
Dma Portland Portland, OR Jul 2014 - Aug 2014 < 1
Tartberry, Inc. Portland, OR Jan 2013 - Jun 2014 1
Portland State University Portland, OR Sep 2011 - Jun 2014 2
Portland State University Portland, OR Sep 2010 - Jun 2014 3
Psu Chronicles Portland, OR Sep 2012 - May 2014 1
Psu Vanguard Portland, OR Sep 2012 - Jan 2013 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Katherine A. Quick
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

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