Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Mietus is an Investment Advisor Representative at Coldstream Wealth Management. Katherine holds a Series 65 license and has been in the industry since February 2019. Katherine has experience working with individuals, businesses, pension and profit sharing plans, and charitable organizations. Katherine is a registered Investment Advisor in 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
06/24/2021 - Present
Coldstream Wealth Management (Mercer Island WA)
IA
Issued 04/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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