Kendall B. Acheson

COLDSTREAM WEALTH MANAGEMENT

Portland, OR 97205

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CRD#: 5363756

Professional summary

Kendall Bate Acheson, CFP®, CPWA®, who also goes by Kendall Acheson, is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Portland, Oregon.

Kendall is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kendall has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kendall Acheson

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.

Independent Insurance Agent - 1-5 Hrs/Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendall Bate Acheson'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

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-04-06

Expire date: 2024-03-31

Experience

Current

June 3, 2025 - Present

COLDSTREAM WEALTH MANAGEMENT

Office #1: 1155 Sw Morrison St, Portland, OR 97205

RIA

CRD#: 108805

Portland, OR

Past

June 23, 2017 - June 17, 2025

CABLE HILL PARTNERS, LLC

RIA

CRD#: 168252

PORTLAND, OR

Past

October 4, 2013 - June 27, 2017

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

PORTLAND, OR

Past

October 4, 2013 - June 27, 2017

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

PORTLAND, OR

Past

September 14, 2011 - October 9, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

PORTLAND, OR

Past

September 14, 2011 - October 9, 2013

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

PORTLAND, OR

Past

July 12, 2010 - September 6, 2011

MORGAN STANLEY

RIA

CRD#: 149777

PORTLAND, OR

Past

June 28, 2010 - September 6, 2011

MORGAN STANLEY

CRD#: 149777

PORTLAND, OR

Past

June 11, 2008 - July 9, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ENGLEWOOD, CO

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
(6/3/2025)

IAR

Oregon
(6/3/2025)

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: 7/9/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/16/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/27/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 2/13/2015

General Securities Sales Supervisor - Options Module 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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Firm Stability Insights

Kendall B. Acheson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kendall Bate Acheson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABLE HILL PARTNERS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

COLDSTREAM WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/9/2010

Series 63

Date: 6/16/2008

SIE

Date: 6/27/2017

Series 7

Date: 6/10/2008

Series 9

Date: 2/13/2015

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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