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Melody Marie Behnke

Coldstream Wealth Management

Portland, OR

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
OR RA APPROVED 2024-07-10
  • OR RA
    APPROVED
    Since 2024-07-10

Branch Locations

650 Ne Holladay St #1500, Portland, OR 97232 • 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
M Financial Group Portland OR 09/2003 01/2018
M Holdings Securities, Inc. Portland OR 09/2003 01/2018
River Summit Consulting, Llc Wilsonville OR 01/2018 09/2019
Securities America, Inc. Portland OR 05/2019 06/2019
Securities America Advisors Portland OR 05/2019 06/2019
Arnerich Massena, Inc. Portland OR 06/2019 07/2024
Coldstream Wealth Management Bellevue WA 07/2024 Present
  • 09/2003 → 01/2018
    M Financial Group
    Portland, OR
  • 09/2003 → 01/2018
    M Holdings Securities, Inc.
    Portland, OR
  • 01/2018 → 09/2019
    River Summit Consulting, Llc
    Wilsonville, OR
  • 05/2019 → 06/2019
    Securities America, Inc.
    Portland, OR
  • 05/2019 → 06/2019
    Securities America Advisors
    Portland, OR
  • 06/2019 → 07/2024
    Arnerich Massena, Inc.
    Portland, OR
  • 07/2024 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
  • 2023-04-03 → 2024-08-29
    Arnerich Massena, Inc.
    Portland, OR
  • 2019-09-05 → 2020-12-31
    Arnerich Massena, Inc.
    Portland, OR
  • 2019-05-29 → 2019-06-06
    Securities America Advisors, Inc.
    Portland, OR
  • 2006-03-29 → 2018-01-22
    M Holdings Securities, Inc.
    Portland, OR
    Portland, OR
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-12-14
  • S63 Uniform Securities Agent State Law Examination
    1994-12-14
Designations

View on SEC IAPD

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LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Other Investors

ALEX JOHN SHEPPARD
DANIEL JOSEPH HECK
Lucas F Ellis
JACQUELYN MARIE PASCIAK
STEVEN MICHAEL FAIN
BRANDON LEE ERICKSON
DAVID KENT PEDERSON
Derek Jon Cram

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PORTLAND, OR
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Portland, OR
SUCCESS WEALTH MANAGEMENT LLC · Portland, OR
INMAN FINANCIAL SERVICES, INC. · PORTLAND, OR
PINNACLE WEALTH ADVISORS · Portland, OR
OSAIC WEALTH, INC. · TIGARD, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR
MERCER GLOBAL ADVISORS INC. · Tigard, OR

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