Best Investors
Account
Sign in
Best Investors
Account
Sign in
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-01-01 |
| WA | RA | APPROVED | 2021-10-12 |
Branch Locations
150 Sw Harrison St. Suite 300, Portland, OR 97201 • United States
One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosenbaum Financial | Portland | OR | 06/2015 | 09/2021 |
| Lyft | Portland | OR | 11/2016 | 12/2016 |
| Coldstream Wealth Management | Portland | OR | 10/2021 | Present |
Katie's primary business activity is working as a registered investment advisor for Coldstream Wealth Management. She is also a licensed insurance producer with licenses in Life, Variable Life, and Health insurance types.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-23 |
Reach out to this advisor