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Lindsay Diana Hessel

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 2026-02-27
  • OR RA
    APPROVED
    Since 2026-02-27

Branch Locations

650 Ne Holladay St. Suite 1500, Portland, OR 97232 • 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
Pre-Requisites For Ms Econ Program Portland OR 08/2016 04/2017
Cloudability Portland OR 04/2017 08/2019
Ms Economics At Portland State Portland OR 08/2019 12/2021
Icon Savings Plan Portland OR 02/2022 05/2024
Icon Financial Services Llc Portland OR 03/2023 05/2024
Coldstream Wealth Management Portland OR 02/2026 Present
Unemployed Portland OR 05/2024 10/2024
Self-Employed Portland OR 10/2024 01/2025
Unemployed Portland OR 01/2025 02/2026
  • 08/2016 → 04/2017
    Pre-Requisites For Ms Econ Program
    Portland, OR
  • 04/2017 → 08/2019
    Cloudability
    Portland, OR
  • 08/2019 → 12/2021
    Ms Economics At Portland State
    Portland, OR
  • 02/2022 → 05/2024
    Icon Savings Plan
    Portland, OR
  • 03/2023 → 05/2024
    Icon Financial Services Llc
    Portland, OR
  • 02/2026 → Present
    Coldstream Wealth Management
    Portland, OR
  • 05/2024 → 10/2024
    Unemployed
    Portland, OR
  • 10/2024 → 01/2025
    Self-Employed
    Portland, OR
  • 01/2025 → 02/2026
    Unemployed
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-18
S65 Uniform Investment Adviser Law Examination 2023-03-16
  • S66 Uniform Combined State Law Examination
    2025-11-18
  • S65 Uniform Investment Adviser Law Examination
    2023-03-16
Other Names
  • Lindsay D Wray

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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