Ian
Curtiss
Coldstream Wealth Management
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About this Advisor
Ian Curtiss is a financial advisor based in Bellevue, Washington, working with Coldstream Wealth Management. Ian has previously held positions at Cornerstone Advisors, Inc, Pacific Portfolio, Soverign Wealth Advisors, Northwest Plan Services, Pathstone, and Coldstream Wealth Management. Ian has passed the Series 65 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Ian is part of Coldstream Wealth Management, which operates out of Bellevue, Washington. The firm has 6 offices and 137 employees. The firm manages assets totaling $7.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Coldstream Wealth Management includes asset-based, hourly, fixed, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coldstream Wealth Management Brokerage Details
$7,578,712,530
137
3,121
$2,428,296
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
Coldstream Wealth Management
Pathstone
Cornerstone Advisors, Inc
Pacific Portfolio
Soverign Wealth Advisors
Northwest Plan Services
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
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Portland, OR
Bellevue, WA
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