Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Brooks Curtiss is a Certified Financial Planner™ and Chartered Financial Analyst® with Coldstream Wealth Management. Ian has over 10 years of experience in the financial services industry. Ian is a highly experienced wealth advisor with a focus on providing financial planning and portfolio management services to high-net-worth individuals, families, corporations, and charitable organizations. Ian holds a Series 65 license and is registered as an Investment Advisor Representative in both Oregon and Washington. Ian previously worked at Cornerstone Advisors, Inc. in Bellevue, Washington, Pacific Portfolio in Seattle, Washington, Sovereign Wealth Advisors in Bellevue, Washington, Northwest Plan Services in Seattle, Washington, and PATHSTONE in Bellevue, Washington.
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
05/27/2021 - Present
Coldstream Wealth Management (BELLEVUE WA)
IA
Issued 08/14/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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