Financial ADVSR advisor directory · SEC adviser records
Coldstream Wealth Management financial advisors in Kirkland, WA
Every SEC-registered investment adviser representative at a Coldstream Wealth Management office in Kirkland, A to Z.
3 registered advisors work at Coldstream Wealth Management in Kirkland, out of 136 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Coldstream Wealth Management advisors in Kirkland, A to Z
Every Coldstream Wealth Management advisor →- Kevin V. KeplerInvestment adviser rep
- Shane J. PayetteInvestment adviser rep
- Jose G. RamosInvestment adviser rep
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 85Portland, OR 25Mercer Island, WA 13Seattle, WA 8Incline Village, NV 1Kenai, AK 1Scottsdale, AZ 1
Other firms in Kirkland
All Kirkland advisors →Morgan Stanley 59RBC Capital Markets, LLC 25Raymond James & Associates, Inc. 19Ameriprise Financial Services, LLC 16Edward Jones 13Strategic Advisers LLC 13Raymond James Financial Services Advisors, Inc. 12Focus Partners Wealth, LLC 11LPL Financial LLC 7Spg Advisors LLC 7Equitable Advisors, LLC 6Robinswood Financial 5
Questions
How many financial advisors does Coldstream Wealth Management have in Kirkland?
3 investment adviser representatives are registered at Coldstream Wealth Management offices in Kirkland, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 136 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Coldstream Wealth Management one of the largest advisor employers in Kirkland?
Coldstream Wealth Management ranks number 17 in Kirkland by registered advisors; Morgan Stanley has the most, with 59.
How do I check a Coldstream Wealth Management advisor in Kirkland?
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.