Glen Jonathan Goland

Employer firm

Coldstream Wealth Management CRD 108805

$13.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 02/2017
  Confluence Wealth Management
  Portland, OR
• 02/2017 → 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
• 2017-03-21 → 2020-12-31
  Arnerich Massena, Inc.
  Portland, OR
• 2016-12-23 → 2017-02-07
  Confluence Wealth Management Llc
  Portland, OR

Exams

• S66 Uniform Combined State Law Examination
  1999-01-07

Designations

• Certified Financial Planner

Other Names

• Glen Jonathan Goland
• Glenn Jonathan Goland