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Ken Yuta Lin

Coldstream Wealth Management

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
WA RA APPROVED 2026-03-16
  • WA RA
    APPROVED
    Since 2026-03-16

Branch Locations

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
Enterprise Mobility Seattle WA 06/2024 09/2024
Seattle Yacht Club Seattle WA 02/2025 04/2025
Coldstream Wealth Management Bellevue WA 08/2025 Present
Empirical Wealth Management Seattle WA 06/2025 08/2025
Goldbloom Wealth Management Seattle WA 04/2025 06/2025
Seattle University Seattle WA 09/2021 03/2025
Redmond High School Redmond WA 09/2017 07/2021
Evergreen Middle School Redmond WA 09/2014 07/2017
  • 06/2024 → 09/2024
    Enterprise Mobility
    Seattle, WA
  • 02/2025 → 04/2025
    Seattle Yacht Club
    Seattle, WA
  • 08/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
  • 06/2025 → 08/2025
    Empirical Wealth Management
    Seattle, WA
  • 04/2025 → 06/2025
    Goldbloom Wealth Management
    Seattle, WA
  • 09/2021 → 03/2025
    Seattle University
    Seattle, WA
  • 09/2017 → 07/2021
    Redmond High School
    Redmond, WA
  • 09/2014 → 07/2017
    Evergreen Middle School
    Redmond, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-14
  • S65 Uniform Investment Adviser Law Examination
    2026-03-14

View on SEC IAPD

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JOSEPH NORMAN LEVESQUE
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Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

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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