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Katherine M Berntson

Coldstream Wealth Management

Mercer Island, WA

Bellevue, WA

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Current Employers
Coldstream Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-19
WA RA APPROVED 2021-06-24
  • CA RA
    APPROVED
    Since 2025-12-19
  • WA RA
    APPROVED
    Since 2021-06-24

Branch Locations

7900 Se 28Th Street Suite 204, Mercer Island, WA 98040 • United States

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • 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, Llc Mercer Island WA 02/2019 06/2021
Ogorek Wealth Management, Llc Buffalo NY 01/2018 12/2018
Bacchus Wine Bar & Restaurant Buffalo NY 12/2015 12/2018
Student Buffalo WA 09/2008 07/2017
Coldstream Wealth Management Mercer Island WA 06/2021 Present
  • 02/2019 → 06/2021
    Paracle Advisors, Llc
    Mercer Island, WA
  • 01/2018 → 12/2018
    Ogorek Wealth Management, Llc
    Buffalo, NY
  • 12/2015 → 12/2018
    Bacchus Wine Bar & Restaurant
    Buffalo, NY
  • 09/2008 → 07/2017
    Student
    Buffalo, WA
  • 06/2021 → Present
    Coldstream Wealth Management
    Mercer Island, WA
Previous Registrations
  • 2019-05-30 → 2021-06-23
    Paracle Advisors Llc
    Mercer Island, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-29
  • S65 Uniform Investment Adviser Law Examination
    2019-04-29
Other Names
  • Katie Mietus
  • Katherine Mietus
  • Katherine M Mietus

View on SEC IAPD

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MUTUAL ADVISORS, LLC
MEGG INVESTMENT, LLC
S. R. SCHILL & ASSOCIATES, INC.

Other Investors

Edmund Matthew Van Winkle
NATALIE DAWN HOLM
Joseph John Gryniuk
PETER JOHN WATSON
BRADLEY JOSEPH KNUFFKE
DAVID MEEKS
Jamey Watson
Bon Myeon Koo

Other Offices

DLK INVESTMENT ADVISORS, LLC · MERCER ISLAND, WA
ACT SECURITIES, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
LPL ENTERPRISE, LLC · MERCER ISLAND, WA
THE CAPROCK GROUP, LLC · MERCER ISLAND, WA
PURE FINANCIAL ADVISORS, LLC · Mercer Island, WA
MUTUAL ADVISORS, LLC · Mercer Island, WA
MEGG INVESTMENT, LLC · MERCER ISLAND, WA

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