Thanh Evoniuk (CRD# 7509375) is an Investment Advisor Representative working at Coldstream Wealth Management in Portland, OR and has over 2 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Osaic Wealth, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Coldstream Wealth Management | Portland, OR | Oct 2021 - Current | 3 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- WA
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Total Assets Under Management9,661MILLIONS
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Total Number of Accounts3,357ACCOUNTS
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Average Account Value$2,877,966
- 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, MN, MT, NC, NH, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WY
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