Unclaimed Profile

Colleen Joy Lindstrom

MERRIMAN WEALTH MANAGEMENT, LLC·SEATTLE, Washington

Series 65Clean record25 years registeredMERRIMAN WEALTH MANAGEMENT, LLC

800 FIFTH AVENUE SUITE 2900, SEATTLE, WA 98104CRD# 4464152Firm CRD# 166580

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Colleen Joy Lindstrom · SEATTLE, WA

Registration

CRD #4464152 · MERRIMAN WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERRIMAN WEALTH MANAGEMENT, LLC

MERRIMAN

Jan 2013 – Jan 2025

SEATTLE, WA

MERRIMAN, LLC

Jul 2003 – Jan 2013

SEATTLE, WA

BERKMAN LINDSTROM FINANCIAL PLANNING, L.L.C.

Jul 2001 – Jul 2003

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 11, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERRIMAN WEALTH MANAGEMENT, LLC

CRD 166580 · SEC 801-77544

AUM

$3.6B

Regulatory assets under management

Employees

2,370 client accounts

Services offered by MERRIMAN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at MERRIMAN WEALTH MANAGEMENT, LLC →

Introduction

Speak with Colleen

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

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

Looking for a financial advisor in SEATTLE?

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

Browse SEATTLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Colleen Joy Lindstrom offer?

Colleen Joy Lindstrom specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory.

What are Colleen Joy Lindstrom's credentials?

Colleen Joy Lindstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colleen Joy Lindstrom located?

Colleen Joy Lindstrom is based in SEATTLE, Washington, last registered with MERRIMAN WEALTH MANAGEMENT, LLC.

How does Colleen Joy Lindstrom charge for services?

Colleen Joy Lindstrom's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MERRIMAN WEALTH MANAGEMENT, LLC?

MERRIMAN WEALTH MANAGEMENT, LLC has approximately 55 employees and manages $3.6B 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 →