linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pierson Bennett Zahn

Coldstream Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Pierson? Claim Your Profile

About Pierson Bennett Zahn

Pierson Bennett Zahn is an Investment Advisor Representative with Coldstream Wealth Management. Pierson is currently registered in Oregon and Washington. Pierson has been in the financial industry since 2018. Pierson is also a Registered Investment Advisor. Pierson specializes in retirement planning, investment management, and financial planning. Pierson has worked with a variety of clients, including individuals, high-net-worth individuals, pension and profit sharing plans, corporations, and charitable organizations.

Firm Information

Pierson Zahn 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

check

other

Project by project basis

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Pierson Zahn’s Registration & Firm History

WA

12/04/2024 - Present

Coldstream Wealth Management (BELLEVUE WA)

Not sure if Pierson Bennett Zahn is right for you?

Licenses & Designations

IA

Issued 10/15/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Pierson Bennett Zahn.
Not sure if Pierson Bennett Zahn is right for you?