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Alicia Follmer

Coldstream Wealth Management

Seattle, WA

Bellevue, WA

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Current Employers
Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-08-12
  • WA RA
    APPROVED
    Since 2024-08-12

Branch Locations

1200 Westlake Ave N Ste 900, Seattle, WA 98109 • United States

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • 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
Merrill Lynch Bellevue WA 10/2008 01/2024
Bank Of America, N.A. Bellevue WA 10/2008 01/2024
Coldstream Wealth Management Bellevue WA 01/2024 Present
  • 10/2008 → 01/2024
    Merrill Lynch
    Bellevue, WA
  • 10/2008 → 01/2024
    Bank Of America, N.A.
    Bellevue, WA
  • 01/2024 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-10
S63 Uniform Securities Agent State Law Examination 2007-02-02
  • S66 Uniform Combined State Law Examination
    2010-03-10
  • S63 Uniform Securities Agent State Law Examination
    2007-02-02
Other Names
  • Alicia K Follmer

View on SEC IAPD

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KLAKNA GROUP LTD · SEATTLE, WA
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FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
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