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Heather Lee Kessler

Coldstream Wealth Management

Bellevue, WA

Mercer Island, WA

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Current Employers
Coldstream Wealth Management

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2021-06-24
  • WA RA
    APPROVED
    Since 2021-06-24

Branch Locations

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • 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
Paracle Advisors Mercer Island WA 11/2009 06/2021
Coldstream Wealth Management Mercer Island WA 06/2021 Present
Previous Registrations
  • 2011-07-21 → 2021-06-23
    Paracle Advisors Llc
    Mercer Island, WA
Designations
Other Names
  • Heather Lee Hutson
  • Heather Lee Detering

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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