Kimberly
Rosenberg
Coldstream Wealth Management
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About this Advisor
Kimberly Rosenberg is a certified financial planner based in Portland, Oregon with 2 years of industry experience. Rosenberg currently works for Coldstream Wealth Management. Over the course of their career, they have held roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Rosenbaum Financial Inc, Carat, Bradley Apartments LLC, Financial Family Health Expo, Thrive Transitions, Coldstream Wealth Management, Inc and Kim Rosenberg Inc. Rosenberg maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Oregon and Washington. Coldstream Wealth Management is a financial advisory firm based in Bellevue, WA. The investment advisory business has offices in five locations and a total of 127 employees. It administers $7 billion in total assets across its 2,617 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 2,617 accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number 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 charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Coldstream Wealth Management can include asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Kimberly Rosenberg Work History
Kimberly has been registered as a financial advisor for 2 years.*
Coldstream Wealth Management, Inc
Kim Rosenberg Inc
Bradley Apartments LLC
Carat
Thrive Transitions
Financial Family Health Expo
Ameritas Investment Corp
Ameritas Life Insurance Corp
Rosenbaum Financial Inc
*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 Kimberly Rosenberg 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
Portland, OR
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.
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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.
