Kevin
Kepler
Coldstream Wealth Management
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About this Advisor
Kevin Kepler is a financial advisor based in Kirkland, Washington, working with Coldstream Wealth Management. Kevin has previously held positions at New York Life Insurance, Nylife Securities LLC, New York Life Insurance Company, Nylife Securities, LLC, Seidman Ins. Consultants. LLC D/B/A Seidman Ins. Agency, LLC, Hsa Holdings, LLC, Seidman Private Advisors, LLC, Eagle Strategies LLC, Coldstream Wealth Management, Coldstream Securities, Inc, and Seidman Insurance Consultants LLC D/B/A Seidman Capital Group. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Washington. Currently, Kevin is part of Coldstream Wealth Management, which operates out of Kirkland, 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
Kevin Kepler Work History
Coldstream Wealth Management
Coldstream Securities, Inc
New York Life Insurance Company
Seidman Insurance Consultants LLC D/B/A Seidman Capital Group
Eagle Strategies LLC
Nylife Securities, LLC
Seidman Ins. Consultants. LLC D/B/A Seidman Ins. Agency, LLC
Hsa Holdings, LLC
Seidman Private Advisors, LLC
New York Life Insurance
Nylife Securities LLC
Disclosures
Please visit the SEC profile of Kevin Kepler 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
Portland, OR
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Portland, OR
The content in this profile was updated by SmartAsset on 6/19/2024. 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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