Tristan Mohn (CRD# 7176644) is an Investment Advisor Representative working at Coldstream Wealth Management in Seattle, WA and has over 3 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coldstream Wealth Management | Bellevue, WA | Aug 2019 - Current | 4 |
| Western Washington University | Bellingham, WA | Sep 2015 - Jun 2019 | 3 |
| Best Western Plus Hotels - Edmonds Harbor Inn | Edmonds, WA | Jun 2018 - Jan 2019 | < 1 |
| Bumblejax | Seattle, WA | Jun 2011 - Dec 2017 | 6 |
| Gold Coast Landscaping | Queensland, | Jun 2017 - Aug 2017 | < 1 |
| Aramark | Bellingham, WA | Oct 2016 - Jun 2017 | < 1 |
| Kroger, Company | Edmonds, WA | Jun 2015 - Nov 2015 | < 1 |
| O'dea High School | Seattle, WA | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
| S63 | Uniform Securities State Law Examination | Dec 2020 |
- 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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