AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
BS

Bryan Paul Shipley

COLDSTREAM WEALTH MANAGEMENT
Portland, OR
·CRD# 6764785·3 years experience

Professional Summary

Bryan Paul Shipley is a registered financial advisor currently at COLDSTREAM WEALTH MANAGEMENT located in Portland, Oregon. Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryan has worked at 2 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Gregory Scott Bowen
Portland, OR · CRD#
View profile
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

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.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Years of Experience

3 years in the financial services industry

Current & Past Employments

COLDSTREAM WEALTH MANAGEMENT·CRD# 108805
RIA
650 Ne Holladay St #1500, Portland, OR 97232
July 10, 2024 - Present
ARNERICH MASSENA, INC.·CRD# 116395
RIA
Portland, OR
June 30, 2023 - August 29, 2024

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

Current Firm

CW
COLDSTREAM WEALTH MANAGEMENT

COLDSTREAM | COLDSTREAM WEALTH MANAGEMENT | COLDSTREAM CAPITAL MANAGEMENT INC

CRD#: 108805 / SEC#: 801-39379
RIA
Registered Investment Advisory firm - SEC (7/23/1991 Approved)

Contact Information

Main Address

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

Phone Number

(425) 283-1600

# of Employees

207

SEC notice filing (34 States and Territories)

Registered to provide investment advisory services in 34 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV - PART 2A - CWM - 2025 06 17 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,386

AUM (Assets Under Management)

$13,925,235,705

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025Cover PageReport
08/27/2024Cover PageReport
09/29/2023Cover PageReport

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

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.

BRYAN CURRENTLY SERVES ON THE FOLLOWING ADVISORY COMMITTEES OF FUNDS OR PORTFOLIO COMPANIES WHERE CLIENT'S ASSETS ARE CURRENTLY INVESTED. Bryan attends these meetings by conference call or in person and the funds or companies usually pay the employee's expenses for traveling to and from the meetings, as well as hotel costs while attending the meetings. Bryan receives no other remuneration. The firm works to minimize these potential conflicts by prohibiting the receipt of compensation. NAME: MORRISON STREET CAPITAL FUNDS (IV, V and MSIF) INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: JULY 2004 HOURS/MONTH: APPROX 1 HRS/QTR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS. NAME: KCB REAL ESTATE INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: JUNE 2015 HOURS/MONTH: APPROX 2 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: WATER ASSET MANAGEMENT - US WATER and LAND INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 1 HRS/QTR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: URBAN DEVELOPMENT PARTNERS INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COUNCIL MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 2 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS NAME: BROOKE PRIVATE EQUITY ASSOCIATES INVESTMENT RELATED BUSINESS? YES TITLES: INVESTMENT ADVISORY COMMITTEE MEMBER START DATE: OCTOBER 2022 HOURS/MONTH: APPROX 1 HRS/YR DUTIES: SERVE AS AN ADVISORY COMMITTEE MEMBER TO ADVOCATE FOR AND UPHOLD CLIENTS' BEST INTERESTS

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

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 - SEC (7/23/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Paul Shipley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Portland, OR · CRD#
Viengsavanh Bounnam
Viengsavanh Bounnam

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Devlin William Carothers
Devlin William Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
Jason Townsend Lambert
Jason Townsend Lambert

AMERIPRISE FINANCIAL SERVICES, LLC

VANCOUVER, WA · CRD#
BS
Follow Bryan
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required