Voneen
Bright
Coldstream Wealth Management
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About this Advisor
Voneen Bright is a certified financial planner working in Bellevue, Washington with 7 years of industry experience. Bright currently works for Coldstream Wealth Management. Throughout their career, Bright has worked at Jhs Capital Advisors, LLC, Nbc Securities, Inc, Coldstream Securities Inc and Coldstream Wealth Management. Bright maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Oregon and Washington. Coldstream Wealth Management is an advisory business operating out of Bellevue, WA. The company has offices in five locations and a total of 127 people on staff. It oversees $7 billion in assets across its 2,617 client accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 2,617 accounts, just 10% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Coldstream Wealth Management offers a wide set 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 advisory fees largely vary depending on which service is provided. However, fees billed by Coldstream Wealth Management most likely consist of some blend 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
Voneen Bright Work History
Voneen has been registered as a financial advisor for 7 years.*
Coldstream Securities Inc
Coldstream Wealth Management
Nbc Securities, Inc
Jhs Capital Advisors, LLC
*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 Voneen Bright 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
Mercer Island, WA
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Seattle, WA
Bellevue, WA
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Portland, OR
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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.
