Krista Marie Charlton

Employer firm

Coldstream Wealth Management CRD 108805

$13.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 12/2025
  Ascent Capital Management
  Bend, OR
• 12/2025 → Present
  Coldstream Wealth Management
  Bend, OR

Previous Registrations

• 2012-07-18 → 2026-01-02
  Ascent Capital
  Bend, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-06-26

Designations

• Certified Financial Planner

Other Names

• Krista Marie Hill
• Krista Marie Middleton