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Kimberly Sue Rosenberg

Coldstream Wealth Management

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About Kimberly Sue Rosenberg

Kimberly Rosenberg is a financial advisor at Coldstream Wealth Management. Kimberly has been in the industry for over a decade and is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. Kimberly holds a Series 7 and Series 66 license, as well as the Certified Financial Planner designation.

Firm Information

Kimberly Rosenberg is currently registered with Coldstream Wealth Management. Coldstream Wealth Management is an investment advisor based in Bellevue, Washington with over $10 billion in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They serve a variety of client types, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
Coldstream Wealth Management

ONE - 100TH AVENUE NE

BELLEVUE, WA 98004

$10.67B

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Project by project basis

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Kimberly Rosenberg’s Registration & Firm History

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10/11/2021 - Present

Coldstream Wealth Management (Portland OR)

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09/03/2008 - 06/10/2016

AMERITAS INVESTMENT CORP. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 05/04/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kimberly Sue Rosenberg.
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