Coldstream Wealth Management
Coldstream Wealth Management (CRD# 108805) is a financial advisory firm headquartered in Bellevue, WA. They manage $6,498,241,692 in 2,617 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management6,498MILLION
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Total Number of Accounts2,617ACCOUNTS
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Average Account Value$2,483,088
- 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, FL, GA, HI, ID, IL, MA, MD, MT, NC, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI
Norman Bell (CRD# 17454) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 43 years of experience in the finance industry.
Kurt Biederman (CRD# 6141323) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
David Bigelow (CRD# 6926689) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 5 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.
Christopher Blakeslee (CRD# 6075675) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
Voneen Bright (CRD# 2168581) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 29 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.
Elliott Brink (CRD# 2327301) is an Investment Advisor Representative working at Coldstream Wealth Management in Mercer Island, WA and has over 23 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.
Joe Cervantes (CRD# 2934811) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 25 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.
Hilary Clark (CRD# 5479978) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 10 years of experience in the finance industry.
Howard Coleman (CRD# 4637806) is an Investment Advisor Representative working at Coldstream Wealth Management in Bellevue, WA and has over 11 years of experience in the finance industry.
Patrick Corcorran (CRD# 5883964) is an Investment Advisor Representative working at Coldstream Wealth Management in Lake Oswego, OR and has over 12 years of experience in the finance industry.