Kevin M. Fitzwilson
COLDSTREAM WEALTH MANAGEMENT | Managing Shareholder
BELLEVUE, WA 98004
Some features on this profile are disabled
CRD#: 2511528
Professional summary
Kevin Michael Fitzwilson, who also goes by Kevin Fitzwilson, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Bellevue, Washington 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 exams.
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 accounting activities. Now as Coldstream’s Managing Shareholder, Kevin has primary responsibility for Coldstream’s strategic planning and company direction. Prior to joining Coldstream, he served as Vice President and Portfolio Manager with a San Francisco Area-based wealth management firm. Kevin is consistently recognized by Barron’s as a top Financial Advisor in Washington State. He holds a Bachelor of Science in Civil Engineering from Santa Clara University, where he attended on a full athletic basketball scholarship and is a member of the University's athletic hall of fame.
Kevin lives on Mercer Island with his wife and family. He loves spending time on Lake Washington and up in the local mountains. Keep thinking his face looks familiar? Kevin celebrated his 15 minutes of fame during the 1993 NCAA Basketball Tournament, where he and his team led Santa Clara to beat the #2 seeded Arizona in the first round, and still gets recognized to this day for this accomplishment.
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Financial planning
Loans/credit services
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
Kevin Fitzwilson
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.
Kevin's primary business activity is working as a registered investment advisor for Coldstream Wealth Management, an affiliate of Coldstream Securities Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Fitzwilson's 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®
NoneEducation
Civil Engineering
1989 - 1994
Experience
Current
December 5, 1997 - Present
COLDSTREAM WEALTH MANAGEMENT
Office #1: One 100th Avenue Ne Suite 102, Bellevue, WA 98004RIA
CRD#: 108805
BELLEVUE, WA
Current
September 16, 1999 - Present
COLDSTREAM SECURITIES, INC.
Office #1: One 100th Avenue Ne Suite 102, Bellevue, WA 98004Office #2: One 100th Avenue Ne Suite 102, Bellevue, WA 98004BD
CRD#: 46835
Bellevue, WA
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".
CW
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Washington(12/28/2001)
RR
Washington(1/1/2002)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 6/21/1994
Non-Member General Securities ExaminationPrincipal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CW
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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 | ||
| 08/27/2024 | ||
| 09/29/2023 |
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.
Company Information
COLDSTREAM WEALTH MANAGEMENT
Managing ShareholderCRD#: 108805Bellevue, WA 98004TRUST BUT VERIFY
Monitor Kevin Fitzwilson
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
