AdvisorOS Directory
Claim Profile
Unclaimed Profile
KF

Kevin Michael Fitzwilson

COLDSTREAM CAPITAL MANAGEMENT INC·BELLEVUE, Washington
SIE, Series 2, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredCOLDSTREAM CAPITAL MANAGEMENT INC
ONE - 100TH AVENUE NE, BELLEVUE, WA 98004CRD# 2511528Firm CRD# 108805

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Michael Fitzwilson · BELLEVUE, WA
Registration
CRD #2511528 · COLDSTREAM CAPITAL MANAGEMENT INC · 28 years registered
Brand Profile
Not yet started
01

Career History

COLDSTREAM SECURITIES, INC.
Sep 1999 – present
COLDSTREAM WEALTH MANAGEMENT
Dec 1997 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 2
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · December 5, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COLDSTREAM CAPITAL MANAGEMENT INC
CRD 108805 · SEC 801-39379
AUM
$9.7B
Regulatory assets under management
Employees
153
3,357 client accounts
Services offered by COLDSTREAM CAPITAL MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at COLDSTREAM CAPITAL MANAGEMENT INC →
Introduction

Speak with Kevin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kevin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BELLEVUE?

Browse all registered financial advisors in BELLEVUE, Washington or claim this profile if it's yours.

Browse BELLEVUE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kevin Michael Fitzwilson offer?
Kevin Michael Fitzwilson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BELLEVUE, Washington for a consultation.
What are Kevin Michael Fitzwilson's credentials?
Kevin Michael Fitzwilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Michael Fitzwilson located?
Kevin Michael Fitzwilson is based in BELLEVUE, Washington, working with COLDSTREAM CAPITAL MANAGEMENT INC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.
How does Kevin Michael Fitzwilson charge for services?
Kevin Michael Fitzwilson's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: project by project basis. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLDSTREAM CAPITAL MANAGEMENT INC?
COLDSTREAM CAPITAL MANAGEMENT INC has approximately 153 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COLDSTREAM CAPITAL MANAGEMENT INC

Elaine Heller
BELLEVUE, WA
CFA
Roger Clifford Reynolds
BELLEVUE, WA
Anne Marie Stonich
BELLEVUE, WA
David Gordon Roberts
BELLEVUE, WA
Erika Eng Yelle
BELLEVUE, WA
Joshua E Harris
BELLEVUE, WA

More Advisors in BELLEVUE, Washington

Thomas Eaton Parkhurst
ALTRAVUE CAPITAL, LLC·BELLEVUE, WA
James Chris Mills
PACIFIC FINANCIAL GROUP,LLC·BELLEVUE, WA
Robert Falcon Scott Trenner
CORNERSTONE ADVISORS INC·BELLEVUE, WA
Thomas Roy Allison
ALLISON SPIELMAN ADVISORS, LLC·BELLEVUE, WA
Tiffany Elise Cote
BRUESKE ADVISORY SERVICES, LLC·BELLEVUE, WA
Gregory A. Radovich
JOHNSON & SHUTE INVESTMENT ADVISORS, INC.·BELLEVUE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (382)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)TACOMA (34)KIRKLAND (30)GIG HARBOR (28)EDMONDS (22)MERCER ISLAND (19)OLYMPIA (17)
City Guides
SEATTLE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile