Thomas Ovendale
from Coldstream Wealth Management
Thomas Ovendale is a financial advisor based in Washington, Bellevue, with 34 years of experience. Thomas currently works for Coldstream Wealth Management. Thomas maintains a S65 license (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- 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
Thomas Ovendale 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 Investment Adviser Law Examination (S65)
Years registered
13 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
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting