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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-19 |
| CA | RA | APPROVED | 2023-01-06 |
| OR | RA | APPROVED | 2021-10-11 |
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 |
|---|---|---|---|---|
| Scottys Inc | Tigard | OR | 04/2012 | 05/2019 |
| Rosenbaum Financial | Portland | OR | 06/2015 | 09/2021 |
| Coldstream Wealth Management | Portland | OR | 10/2021 | 02/2022 |
| Coldstream Wealth Management | Portland | OR | 02/2022 | 12/2022 |
| Coldstream Wealth Management | Portland | OR | 12/2022 | 12/2024 |
| Coldstream Wealth Management | Portland | OR | 12/2024 | Present |
Katelyn'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 and Health insurance types.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-03 |
Reach out to this advisor