Kimberly Sue Rosenberg
Investment adviser representative at Coldstream Wealth Management
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Coldstream Wealth Management, Inc.Oct 2021 to now
- Kim Rosenberg Inc.Jan 2018 to now
- Bradley Apartments LLCJan 2010 to now
- CaratApr 2002 to now
- Thrive TransitionsNov 2015 to Dec 2017
- Rosenbaum Financial IncJul 2008 to Sep 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OR).
Coldstream Wealth Management
Legal name: Coldstream Capital Management Inc
$13.9BAssets managed
4,386Clients
140Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5558727
- Firm CRD
- 108805