Katherine
Quick
Coldstream Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Katherine Quick is a certified financial planner based out of Portland, Oregon with a total of 2 years of industry experience. Quick works at Coldstream Wealth Management. Throughout their career, Quick has worked at Rosenbaum Financial, Portland State University, Psu Chronicles, Tartberry, Inc, Dma Portland, Period Of Unemployment, Oui Presse, Laurel Parc Assisted Living At Bethany Village, Whitworth & Becker Llp, Reedville Catering Inc, Dealership Ids, Lyft, Portland State University Campus Recreation and Coldstream Wealth Management. Quick has a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in Oregon and Washington. Coldstream Wealth Management is an advisory company that has its headquarters in Bellevue, WA. It has offices in five locations and a total of 127 advisors. It oversees $7 billion in assets under management across its 2,617 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 132 charitable organizations. Of its 2,617 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. The firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on the type of services offered. However, fee types charged by Coldstream Wealth Management most likely include some combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Coldstream Wealth Management Brokerage Details
$6,498,241,692
127
2,617
$2,483,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Katherine Quick Work History
Katherine has been registered as a financial advisor for 2 years.*
Coldstream Wealth Management
Lyft
Rosenbaum Financial
Whitworth & Becker Llp
Reedville Catering Inc
Dealership Ids
Portland State University Campus Recreation
Dma Portland
Period Of Unemployment
Oui Presse
Laurel Parc Assisted Living At Bethany Village
Tartberry, Inc
Psu Chronicles
Portland State University
Portland State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Katherine Quick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coldstream Wealth Management
Seattle, WA
Mercer Island, WA
Mercer Island, WA
Bellevue, WA
Bellevue, WA
Portland, OR
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
