Colleen
Lindstrom
Merriman
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About this Advisor
Colleen Lindstrom is a financial advisor operating out of Seattle, Washington with a total of 10 years of industry experience. Lindstrom is an employee of Merriman. They have spent their complete employment at Merriman. Lindstrom has a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Washington. Merriman is a registered investment business that has its headquarters in Seattle, WA. The investment advisory business has offices in four locations and a total of 57 people on staff. It handles $3 billion in assets under management among its 2,306 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 2,306 client accounts, 43% are held by high-net-worth clients who have at least $1 million in assets available to invest. Merriman provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Financial advisory fee schedules usually vary depending on which services the firm provides the client. However, fee types charged by Merriman likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Merriman Brokerage Details
$3,297,155,500
57
2,306
$1,429,816
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Colleen Lindstrom Work History
Colleen has been registered as a financial advisor for 10 years.*
Merriman
*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 Colleen Lindstrom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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