Voneen C. Bright

COLDSTREAM WEALTH MANAGEMENT

Bellevue, WA 98004

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CRD#: 2168581

Professional summary

Voneen Camille Bright, CFP®, who also goes by Vonie Camille Bright, Voneen C VIvolo, Voneen Camille Vivolo, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington.

Voneen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Voneen has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Vonie Camille Bright | Voneen C Vivolo | Voneen Camille Vivolo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) BRIGHTON CHALET-REAL ESTATE RENTAL,50% OWNER,1% OF TIME DEVOTED PER WEEK. 2) Vonie's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc. 3) Vonie Bright is a licensed insurance producer affiliated with CHI Life Insurance, with licenses in Life, Disability, Variable Life & Variable Annuity insurance types.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Voneen Camille Bright's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

May 10, 2016 - Present

COLDSTREAM WEALTH MANAGEMENT

Office #1: One - 100th Avenue Ne Suite 102, Bellevue, WA 98004

RIA

CRD#: 108805

Bellevue, WA

Past

May 10, 2016 - November 26, 2024

COLDSTREAM SECURITIES, INC.

CRD#: 46835

BELLEVUE, WA

Past

July 24, 2015 - April 29, 2016

NBC SECURITIES, INC.

RIA

CRD#: 17870

BELLEVUE, WA

Past

July 24, 2015 - April 29, 2016

NBC SECURITIES, INC.

CRD#: 17870

BELLEVUE, WA

Past

April 11, 2012 - July 24, 2015

JHS CAPITAL ADVISORS, LLC

RIA

CRD#: 112097

BELLEVUE, WA

Past

April 11, 2012 - July 24, 2015

JHS CAPITAL ADVISORS, LLC

CRD#: 112097

BELLEVUE, WA

Past

March 21, 2012 - April 11, 2012

PAULSON INVESTMENT COMPANY LLC

RIA

CRD#: 5670

BELLEVUE, WA

Past

October 9, 2008 - April 11, 2012

PAULSON INVESTMENT COMPANY LLC

CRD#: 5670

BELLEVUE, WA

Past

April 13, 2007 - January 17, 2008

THE CONCORD EQUITY GROUP, LLC

CRD#: 14569

BELLEVUE, WA

Past

April 5, 2001 - April 26, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SEATTLE, WA

Past

March 1, 2001 - April 26, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

January 14, 1998 - April 10, 2001

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

February 8, 1996 - December 24, 1997

DAIN RAUSCHER INCORPORATED

CRD#: 7600

Past

February 8, 1994 - November 17, 1995

PIPER SANDLER & CO.

CRD#: 665

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC

CRD#: 108805 / SEC#: 801-39379

RIA

Registered Investment Advisory firm - (7/23/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(5/10/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/20/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/14/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/1994

General Securities Representative Examination

Current Firm

COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC

CRD#: 108805 / SEC#: 801-39379

RIA

Registered Investment Advisory firm - (7/23/1991 Approved)

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Contact information

Main Address

One - 100th Avenue Ne Suite 102, Bellevue, WA 98004

Mailing Address

Phone number

(425) 283-1600

Established

Firm type

Fiscal year end

# of Employees

195

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV - PART 2A - CWM - 2025 06 17 (6/17/2025)

Regulatory assets under management

Total Number of Accounts	4,519
AUM (Assets Under Management)	$ 12,438,532,202

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
08/27/2024	Cover Page	Report
09/29/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Voneen C. Bright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Voneen Camille Bright's CRS (Customer Relationship Summary).

Certified licenses

Experience

COLDSTREAM SECURITIES, INC.

NBC SECURITIES, INC.

NBC SECURITIES, INC.

JHS CAPITAL ADVISORS, LLC

JHS CAPITAL ADVISORS, LLC

PAULSON INVESTMENT COMPANY LLC

PAULSON INVESTMENT COMPANY LLC

THE CONCORD EQUITY GROUP, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CIBC WORLD MARKETS CORP.

DAIN RAUSCHER INCORPORATED

PIPER SANDLER & CO.

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2012

Series 63

Date: 2/14/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/7/1994

Current Firm

COLDSTREAM WEALTH MANAGEMENT

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

COLDSTREAM WEALTH MANAGEMENT

TRUST BUT VERIFY

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