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Coldstream Wealth Management financial advisors in Portland, OR
Every SEC-registered investment adviser representative at a Coldstream Wealth Management office in Portland, A to Z.
23 registered advisors work at Coldstream Wealth Management in Portland, out of 136 at the firm nationwide; it ranks number 13 in the city by advisors. 10 list the CFP designation and 0 are also registered broker representatives.
Coldstream Wealth Management advisors in Portland, A to Z
Every Coldstream Wealth Management advisor →- Kendall B. AchesonCertified Financial Planner
- Melody M. BehnkeCertified Financial Planner
- Jennifer S. EstnerInvestment adviser rep
- Jeffrey A. GatesCertified Financial Planner
- Brian M. HefeleCertified Financial Planner
- Lindsay D. HesselInvestment adviser rep
- Todd R. HobsonCertified Financial Planner
- David J. JanecInvestment adviser rep
- Ryland B. MooreInvestment adviser rep
- Reegan E. RaeInvestment adviser rep
- Rupa RamanChartered Financial Analyst
- Nicholas R. RodwickInvestment adviser rep
- Alexandra P. RosenbergInvestment adviser rep
- Kimberly S. RosenbergCertified Financial Planner
- Anthony C. RueCertified Financial Planner
- Nicholas R. RunningInvestment adviser rep
- Matthew S. SampsonCertified Financial Planner
- Trevor D. ScambrayInvestment adviser rep
- Darin A. SevierInvestment adviser rep
- Bryan P. ShipleyChartered Financial Analyst
- Heidi J. SmartInvestment adviser rep
- Meredith A. StewartCertified Financial Planner
- Robert W. YoungCertified Financial Planner
Coldstream Wealth Management advisors in every city and state →Coldstream Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →
Coldstream Wealth Management advisors in other cities
Bellevue, WA 85Mercer Island, WA 13Seattle, WA 8Kirkland, WA 2Incline Village, NV 1Kenai, AK 1Scottsdale, AZ 1
Other firms in Portland
All Portland advisors →LPL Financial LLC 57Ameriprise Financial Services, LLC 52Stancorp Investment Advisers, Inc. 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 41Morgan Stanley 33UBS Financial Services Inc. 33Wells Fargo Clearing Services, LLC 32Edward Jones 31Transamerica Financial Advisors, LLC 29M Holdings Securities, Inc. 28J.P. Morgan Securities LLC 25Strategic Advisers LLC 25
Questions
How many financial advisors does Coldstream Wealth Management have in Portland?
23 investment adviser representatives are registered at Coldstream Wealth Management offices in Portland, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 136 nationwide. 10 list the CFP designation and 0 are also registered as broker representatives.
Is Coldstream Wealth Management one of the largest advisor employers in Portland?
Coldstream Wealth Management ranks number 13 in Portland by registered advisors; LPL Financial LLC has the most, with 57.
How do I check a Coldstream Wealth Management advisor in Portland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Coldstream Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.