COLDSTREAM WEALTH MANAGEMENT

1155 SW Morrison St Suite 400, Portland, OR 97205

Claim This Location

Registered Advisors 13

CHRISTOPHER JAMES MCRAE ANNA KATHERINE SHAW Meredith Appell Stewart TREVOR DEAN SCAMBRAY Jesse Benjamin Sigrist JEFFREY ALLAN GATES RYAN J CHRISTENSEN KENDALL BATE ACHESON Jennifer Susan Estner ROBERT WARREN YOUNG BRIAN MICHAEL HEFELE ANTHONY CHRISTOPHER RUE NICHOLAS RHODES RUNNING

Name
CHRISTOPHER JAMES MCRAE
ANNA KATHERINE SHAW
Meredith Appell Stewart
TREVOR DEAN SCAMBRAY
Jesse Benjamin Sigrist
JEFFREY ALLAN GATES
RYAN J CHRISTENSEN
KENDALL BATE ACHESON
Jennifer Susan Estner
ROBERT WARREN YOUNG
BRIAN MICHAEL HEFELE
ANTHONY CHRISTOPHER RUE
NICHOLAS RHODES RUNNING

Claim This Location

Address

Street	1155 SW Morrison St Suite 400
City	Portland
State	OR
ZIP	97205
Country	United States

Firm

COLDSTREAM WEALTH MANAGEMENT

Legal Name	COLDSTREAM CAPITAL MANAGEMENT INC
SEC #	801-39379
CRD #	108805
Region	SFRO
Umbrella	N

Other Firms

FAIRCHILD CAPITAL LLC

TRADEWINDS WEALTH MANAGEMENT

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

DOBSON ASSET MANAGEMENT LLC

MML INVESTORS SERVICES, LLC

VOYA FINANCIAL ADVISORS, INC.

Other Investors

TODD DUANE PORTERFIELD

CHRISTIAN SAMUEL D'URSO

BRANDON ALEXANDER TRANK

James Paul Spangler

EVAN STUART CONNELL

Rachelle Lynn Vanderzanden

MICHAEL FRANKLIN MERRILL

COLE FLORENCE KIMBALL

Other Offices

FAIRCHILD CAPITAL LLC · PORTLAND, OR

TRADEWINDS WEALTH MANAGEMENT · PORTLAND, OR

LPL FINANCIAL LLC · PORTLAND, OR

AMERIPRISE FINANCIAL SERVICES, LLC · PORTLAND, OR

OSAIC WEALTH, INC. · PORTLAND, OR

DOBSON ASSET MANAGEMENT LLC · PORTLAND, OR

MML INVESTORS SERVICES, LLC · Portland, OR

LPL FINANCIAL LLC · PORTLAND, OR

More in Portland, OR

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Get in touch with this office