Investment adviser representative · Coldstream Wealth Management
Kent E. Schoenborn
CRD 8338840 · Seattle, WA
At a glance
Kent E. Schoenborn is an investment adviser representative with Coldstream Wealth Management in Seattle, WA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Coldstream Wealth ManagementSince September 2026Seattle, WA · $14B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Kent’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.