Kevin Michael Fitzwilson
Professional Summary
Kevin Michael Fitzwilson, who also goes by Kevin Fitzwilson, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Incline Village, Nevada and COLDSTREAM SECURITIES, INC. located in Bellevue, Washington. Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kevin has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 2 and Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
Biography
A relatable and passionate leader, Kevin has spent his entire career in wealth management providing investment and financial advice to high-net-worth families and individuals for over the past 25 years. Kevin has a personal approach and is committed to helping his clients enhance their lives and reach their goals, financial and otherwise. One of Coldstream’s first team leaders, Kevin soon began assisting the firm with business management and providing oversight on the financial, legal, and...
Other Aliases
Kevin Fitzwilson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
xxxxx@xxxx.xxx
X (Twitter)
x.com/xxxxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
32 years in the financial services industry
Current & Past Employments
Education
Santa Clara University
Civil Engineering
Civil Engineering
1989 - 1994
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Current Firm
COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC
Contact Information
Main Address
One - 100th Avenue Ne Suite 102, Bellevue, WA 98004Phone Number
(425) 283-1600# of Employees
207SEC notice filing (34 States and Territories)
Registered to provide investment advisory services in 34 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,386AUM (Assets Under Management)
$13,925,235,705Accountant 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 |
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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.
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Primary Firm SEC Registration
COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC
State Registrations and Notice Filings
(4/23/2026)
(12/28/2001)
(1/1/2002)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Jun 1994SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Fitzwilson's CRS (Customer Relationship Summary).
Services Offered by Kevin
- Investment Management
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
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