Coldstream Wealth Management

Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $7,219,304,893 in 2,372 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,219
    MILLION
  • Total Number of Accounts
    2,372
    ACCOUNTS
  • Average Account Value
    $3,043,552
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 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MT, NC, NM, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

Financial Advisors at Coldstream Wealth Management
Showing 1 - 10 of 68 top financial advisors.
1
Norman E. Bell
CRD#: 17454
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Norman Bell (CRD# 17454) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 41 years of experience in the finance industry.

2
Kurt M. Biederman
CRD#: 6141323
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Kurt Biederman (CRD# 6141323) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry.

3
David B. Bigelow
CRD#: 6926689
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 4 years of experience in the finance industry. David Bigelow 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.

4
Christopher P. Blakeslee
CRD#: 6075675
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Christopher Blakeslee (CRD# 6075675) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry.

5
Voneen C. Bright
CRD#: 2168581
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Voneen Bright (CRD# 2168581) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 28 years of experience in the finance industry. Voneen Bright 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.

6
Elliott J. Brink
CRD#: 2327301
7900 Se 28th Street, Suite 204, Mercer Island, WA 98040

Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 22 years of experience in the finance industry. Elliott Brink 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.

7
Claudina E. Campbell
CRD#: 5618426
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Claudina Campbell (CRD# 5618426) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 16 years of experience in the finance industry. Claudina Campbell 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.

8
Joe L. Cervantes
CRD#: 2934811
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Joe Cervantes (CRD# 2934811) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 24 years of experience in the finance industry. Joe Cervantes 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.

9
Hilary M. Clark
CRD#: 5479978
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Hilary Clark (CRD# 5479978) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry.

10
Howard A. Coleman
CRD#: 4637806
One - 100th Avenue Ne, Suite 102, Bellevue, WA 98004

Howard Coleman (CRD# 4637806) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.

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