Katherine QuickCRD 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|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|
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.