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Courtney Sloane Gehrmann

Avier Wealth Advisors

Bellevue, WA

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Current Employers
Avier Wealth Advisors

10655 Ne 4Th Street Suite 500, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2023-01-24
  • WA RA
    APPROVED
    Since 2023-01-24

Branch Locations

10655 Ne 4Th Street Suite 500, 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
Avier Wealth Advisors Bellevue WA 09/2022 Present
Filament, Llc Seattle WA 01/2016 07/2018
Paracle Advisors Mercer Island WA 08/2018 05/2021
Coldstream Wealth Management Mercer Island WA 06/2021 09/2022
  • 09/2022 → Present
    Avier Wealth Advisors
    Bellevue, WA
  • 01/2016 → 07/2018
    Filament, Llc
    Seattle, WA
  • 08/2018 → 05/2021
    Paracle Advisors
    Mercer Island, WA
  • 06/2021 → 09/2022
    Coldstream Wealth Management
    Mercer Island, WA
Designations

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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