Katherine Quick (CRD# 6504959) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 6 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.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coldstream Wealth Management | Portland, OR | Oct 2021 - Current | 2 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- OR
- WA
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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
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