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Kendall Bate Acheson

Coldstream Wealth Management

Portland, OR

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
CA RA APPROVED 2025-12-19
OR RA APPROVED 2025-12-19
  • CA RA
    APPROVED
    Since 2025-12-19
  • OR RA
    APPROVED
    Since 2025-12-19

Branch Locations

1155 Sw Morrison St Suite 400, Portland, OR 97205 • 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
Raymond James And Associates Portland OR 10/2013 06/2017
Cable Hill Partners, Llc Portland OR 06/2017 05/2025
Coldstream Wealth Management Bellevue WA 06/2025 Present
  • 10/2013 → 06/2017
    Raymond James And Associates
    Portland, OR
  • 06/2017 → 05/2025
    Cable Hill Partners, Llc
    Portland, OR
  • 06/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-09
S63 Uniform Securities Agent State Law Examination 2008-06-16
  • S66 Uniform Combined State Law Examination
    2010-07-09
  • S63 Uniform Securities Agent State Law Examination
    2008-06-16
Designations
Other Names
  • Kendall Acheson

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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