Glen J. Goland

COLDSTREAM WEALTH MANAGEMENT

Portland, OR 97232

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CRD#: 3143795

Professional summary

Glen Jonathan Goland, CFP®, who also goes by Glenn Jonathan Goland, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Portland, Oregon.

Glen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Glen has worked at 8 firms and has passed the Series 66, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Glenn Jonathan Goland

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Jonathan Goland'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: 2015

Experience

Current

July 10, 2024 - Present

COLDSTREAM WEALTH MANAGEMENT

Office #1: 650 Ne Holladay St #1500, Portland, OR 97232

RIA

CRD#: 108805

Portland, OR

Past

April 3, 2023 - August 29, 2024

ARNERICH MASSENA, INC.

RIA

CRD#: 116395

PORTLAND, OR

Past

March 21, 2017 - December 31, 2020

ARNERICH MASSENA, INC.

RIA

CRD#: 116395

PORTLAND, OR

Past

December 23, 2016 - February 7, 2017

CONFLUENCE WEALTH MANAGEMENT LLC

RIA

CRD#: 107810

PORTLAND, OR

Past

August 26, 2002 - March 14, 2008

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

QUINCY, MA

Past

July 6, 2000 - July 15, 2002

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

January 6, 2000 - June 26, 2000

CITIZENS SECURITIES, INC.

CRD#: 39550

JOHNSTON, RI

Past

June 2, 1999 - January 5, 2000

AMUNDI DISTRIBUTOR US, INC.

CRD#: 24497

BOSTON, MA

Past

February 17, 1999 - April 21, 1999

FIS SECURITIES, INC.

CRD#: 30533

BOSTON, MA

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

California
(12/20/2024)

IAR

New Hampshire
(12/20/2024)

IAR

Oregon
(7/10/2024)

IAR

Washington
(12/20/2024)

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 66

Date: 1/7/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/30/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/9/1998

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Glen J. Goland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glen Jonathan Goland's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARNERICH MASSENA, INC.

ARNERICH MASSENA, INC.

CONFLUENCE WEALTH MANAGEMENT LLC

GUARDIAN INVESTOR SERVICES LLC

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CITIZENS SECURITIES, INC.

AMUNDI DISTRIBUTOR US, INC.

FIS SECURITIES, INC.

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 1/7/1999

Series 7

Date: 3/30/1999

Series 6

Date: 11/9/1998

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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