Arthur
Winston
Coldstream Wealth Management
Answer a few questions and
get matched with an advisor.
About this Advisor
Arthur Winston is a financial advisor who works in Bellevue, Washington who has 1 year of industry experience. Winston is on the advisory team at Coldstream Wealth Management. Over the course of their career, they have held roles at Mutual Of Omaha, Mutual Of Omaha Investor Services, Inc, Principal Life Insurance Company, Princor Financial Services Corporation, Symetra Securities, Inc, Symetra Insurance Company, Voya Financial Advisors, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Clear View Construction, Bank Of America, N.A, Wayfinding Financial, LLC and Coldstream Wealth Management. Winston has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Washington. Coldstream Wealth Management is an advisory firm based out of Bellevue, WA. The company has offices in five locations and a total of 127 financial advisors. It controls $7 billion in assets between its 2,617 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 2,617 client accounts, just 10% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, such as 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. Financial management fee schedules typically are based on which service is offered. However, fees charged by Coldstream Wealth Management likely are comprised 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
Arthur Winston Work History
Arthur has been registered as a financial advisor for 1 years.*
Coldstream Wealth Management
Wayfinding Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Clear View Construction
Symetra Securities, Inc
Symetra Insurance Company
Voya Financial Advisors, Inc
Principal Life Insurance Company
Princor Financial Services Corporation
Mutual Of Omaha Investor Services, Inc
Mutual Of Omaha
*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 Arthur Winston 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
Bellevue, WA
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.
