Ian
Curtiss
Coldstream Wealth Management
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About this Advisor
Ian Curtiss is a certified financial planner and chartered financial analyst who works in Bellevue, Washington, with a total of 2 years of relevant experience. Curtiss is currently employed by Coldstream Wealth Management. Their career trajectory has included roles at Cornerstone Advisors, Inc, Pacific Portfolio, Soverign Wealth Advisors, Northwest Plan Services, Homestreet Bank, Northwestern Mutual, Seattle Pacific University - Universal Language Project, Full Time Education, Pathstone and Coldstream Wealth Management. Curtiss holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Washington. Coldstream Wealth Management is a financial advisory business that has its headquarters in Bellevue, WA. The investment advisory business has offices in five locations and a total of 127 employees. It has $7 billion in assets among its 2,617 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 2,617 customer accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. The company provides a broad range 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. Financial management fees vary depending on the type of financial services. Fee types billed by Coldstream Wealth Management can include any combination of 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
Ian Curtiss Work History
Ian has been registered as a financial advisor for 2 years.*
Coldstream Wealth Management
Pathstone
Cornerstone Advisors, Inc
Pacific Portfolio
Soverign Wealth Advisors
Northwest Plan Services
Homestreet Bank
Northwestern Mutual
Full Time Education
Seattle Pacific University - Universal Language Project
*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 Ian Curtiss 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
Bellevue, WA
Mercer Island, WA
Mercer Island, WA
Seattle, 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.
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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.
