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Brian Michael Hefele

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 2025-06-03
WA RA APPROVED 2025-06-03
  • OR RA
    APPROVED
    Since 2025-06-03
  • WA RA
    APPROVED
    Since 2025-06-03

Branch Locations

1155 Sw Morrison St Suite 400, Portland, OR 97205 • 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
Cable Hill Partners, Llc Portland OR 02/2014 05/2025
Purshe Kaplan Sterling Investments, Inc. Albany NY 02/2014 Present
Coldstream Wealth Management Bellevue WA 06/2025 Present
  • 02/2014 → 05/2025
    Cable Hill Partners, Llc
    Portland, OR
  • 02/2014 → Present
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 06/2025 → Present
    Coldstream Wealth Management
    Bellevue, WA
Previous Registrations
  • 2014-07-29 → 2025-06-17
    Cable Hill Partners, Llc
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-06-07
S63 Uniform Securities Agent State Law Examination 1995-05-26
  • S65 Uniform Investment Adviser Law Examination
    1995-06-07
  • S63 Uniform Securities Agent State Law Examination
    1995-05-26
Designations
Other Names
  • Brian Hefele

View on SEC IAPD

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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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