Kimberly Rosenberg

from Coldstream Wealth Management
SEC regulated
Regulated Investment Advisor
Kimberly Rosenberg is a financial advisor based in Washington, Bellevue, with 23 years of experience. Kimberly currently works for Coldstream Wealth Management. Kimberly maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Kimberly Rosenberg works at Coldstream Wealth Management
Coldstream Wealth Management is a financial advisory firm based in Bellevue, Washington. It currently has approximately $6,773,057,186 of assets under management and employs about 133 people. Coldstream Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and project by project basis.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and project by project basis
Office location
One - 100th Avenue Ne, Suite 102, Bellevue, Washington, 98004

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