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Betsy Joann Cole

Clearstead; Clearstead Advisory Solutions

Seattle, WA

Cleveland, OH

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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-02-26
  • WA RA
    APPROVED
    Since 2026-02-26

Branch Locations

999 3Rd Avenue, Seattle, WA 98104 • United States

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Bellevue WA 12/2015 07/2017
Newground Social Investment Seattle WA 06/2017 06/2019
Highland Private Wealth Management Bellevue WA 06/2019 11/2021
The Clarius Group, Llc Seattle WA 11/2021 02/2026
Clearstead Seattle WA 02/2026 Present
  • 12/2015 → 07/2017
    D.A. Davidson & Co.
    Bellevue, WA
  • 06/2017 → 06/2019
    Newground Social Investment
    Seattle, WA
  • 06/2019 → 11/2021
    Highland Private Wealth Management
    Bellevue, WA
  • 11/2021 → 02/2026
    The Clarius Group, Llc
    Seattle, WA
  • 02/2026 → Present
    Clearstead
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-02
  • S66 Uniform Combined State Law Examination
    2004-08-02
Other Names
  • Betsy Joann Kellenbeck

View on SEC IAPD

Other Firms

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EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
MADISON PARK CAPITAL ADVISORS, LLC
ETERNAL DIGITAL FUND LTD.
FREESTONE CAPITAL MANAGEMENT, LLC
CEDAR RIVER CAPITAL, LLC
ROBERT A. UNDERHILL P.C.
SITKA PACIFIC CAPITAL MANAGEMENT, LLC

Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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