Kevin Vaughn Kepler

Current Employers

Employment History

• 09/2014 → Present
  New York Life Insurance Company
  Bellevue, WA
• 10/2014 → 09/2023
  Nylife Securities, Llc
  Bellevue, WA
• 09/2014 → 05/2021
  Seidman Ins. Consultants. Llc D/B/A Seidman Ins. Agency, Llc
  Kirkland, WA
• 09/2014 → 09/2023
  Hsa Holdings, Llc
  Kirkland, WA
• 09/2014 → 05/2021
  Seidman Private Advisors, Llc
  Kirkland, WA
• 07/2015 → 09/2023
  Eagle Strategies Llc
  Kirkland, WA
• 07/2020 → 09/2023
  Seidman Insurance Consultants Llc D/B/A Seidman Capital Group
  Kirkland, WA
• 10/2023 → Present
  Coldstream Wealth Management
  Bellevue, WA
• 10/2023 → Present
  Coldstream Securities, Inc.
  Bellevue, WA

Previous Registrations

• 2015-07-07 → 2023-10-03
  Eagle Strategies Llc
  Kirkland, WA
• 2015-01-21 → 2021-03-12
  Seidman Private Advisors Llc
  Kirkland, WA

Other Businesses

SEIDMAN INSURANCE CONSULTANTS, LLC; INVESTMENT RELATED; 520 KIRKLAND WAY, SUITE 300, KIRKLAND WA. 98033; INSURANCE AGENCY; INSURANCE AGENT; SEPT, 2014; 90 HOURS PER MONTH with 24 HOURS DURING TRADING HOURS; SALES & IMPLIMITATION OF INSURANCE PRODUCTS OPERATING UNDER THE DBA NAME OF SEIDMAN INSURANCE CONSULTANTS LLC D/B/A SEIDMAN CAPITAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS AND FINANCIAL ADVISORY SERVICES/PLANNING; INVESTMENT RELATED; OWNER; KIRKLAND, WA; START DATE: 07/2020 AK Equestrian LLC; Horse boarding facility; 11812 92nd St SE, Snohomish, WA 98290; Start Date 09/2022; Role/Title: Owner; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours; Cleaning stalls, feeding, watering, and turning out horses to pasture. Snohomish County Farm Bureau; Non profit organization for the betterment of farms and ranches in Snohomish County, WA.; 800 2nd St., Snohomish, WA 98290; Start Date 11/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Voting on community service projects. Meydenbauer LeTip; Network marketing group intended to grow individual businesses; 12350 105th Pl NE, Kirkland, WA 98034; Start Date 10/2022; Role/Title: Board Member; Not Investment Related; 9 hours per month; 8 hours per month during securities trading hours; Member of the Chapter Board of Directors. Position is TipMaster. Track, organize, and reconcile the business leads (tips) passed amongst our networking group

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-21
• S63 Uniform Securities Agent State Law Examination
  2013-11-06

Other Names

• Kevin Kepler