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Alexander Jordan Schrempf

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 2022-12-21
  • WA RA
    APPROVED
    Since 2022-12-21

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
Aspen High School Aspen CO 06/2016 08/2021
A New Path Carbondale CO 08/2016 12/2016
Jaywalker Lodge Carbondale CO 12/2016 03/2018
The Aspen Institute Aspen CO 07/2017 07/2021
City Of Aspen, Recreation Aspen CO 03/2018 07/2021
Coldstream Wealth Management Bellevue WA 09/2021 Present
  • 06/2016 → 08/2021
    Aspen High School
    Aspen, CO
  • 08/2016 → 12/2016
    A New Path
    Carbondale, CO
  • 12/2016 → 03/2018
    Jaywalker Lodge
    Carbondale, CO
  • 07/2017 → 07/2021
    The Aspen Institute
    Aspen, CO
  • 03/2018 → 07/2021
    City Of Aspen, Recreation
    Aspen, CO
  • 09/2021 → Present
    Coldstream Wealth Management
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-20
  • S65 Uniform Investment Adviser Law Examination
    2022-12-20

View on SEC IAPD

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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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