Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kenneth McIntosh is a Certified Financial Planner with Coldstream Wealth Management. David has been in the industry since August 2011. David has a Series 65 license and is registered in California, Idaho, and Washington. David has worked at Fisher Investments, Paracle Advisors, LLC, and Coldstream Wealth Management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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WA
06/24/2021 - Present
Coldstream Wealth Management (BELLEVUE WA)
IA
Issued 09/26/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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