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Katherine Anne Brown

Coldstream Wealth Management

Bellevue, WA

Portland, OR

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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 2024-12-21
  • OR RA
    APPROVED
    Since 2024-12-21

Branch Locations

One - 100Th Avenue Ne Suite 102, Bellevue, WA 98004 • United States

150 Sw Harrison St., Portland, OR 97201 • 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
Santa Clara University Santa Clara CA 09/2016 06/2020
Office Depot Beaverton OR 07/2017 09/2017
Odyssey Santa Clara CA 11/2017 06/2020
Courtauld Institute Of Art London 07/2019 08/2019
Mortgage Express, Llc Tigard OR 06/2020 07/2022
Coldstream Wealth Management Portland OR 01/2023 12/2024
Unemployed Tigard OR 07/2022 01/2023
Coldstream Wealth Management Portland OR 12/2024 Present
  • 09/2016 → 06/2020
    Santa Clara University
    Santa Clara, CA
  • 07/2017 → 09/2017
    Office Depot
    Beaverton, OR
  • 11/2017 → 06/2020
    Odyssey
    Santa Clara, CA
  • 07/2019 → 08/2019
    Courtauld Institute Of Art
    London
  • 06/2020 → 07/2022
    Mortgage Express, Llc
    Tigard, OR
  • 01/2023 → 12/2024
    Coldstream Wealth Management
    Portland, OR
  • 07/2022 → 01/2023
    Unemployed
    Tigard, OR
  • 12/2024 → Present
    Coldstream Wealth Management
    Portland, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-20
  • S65 Uniform Investment Adviser Law Examination
    2024-12-20
Other Names
  • Kate Anne Brown

View on SEC IAPD

Other Firms

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STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

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

More in Bellevue, WA

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