Erika Swick Allen
Investment adviser representative at Coldstream Wealth Management
22 yearsExperience
1 stateRegistered in
PFSDesignation
$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
22 years in the industry.
- Coldstream Wealth ManagementJan 2025 to now
- Hbcg Pllc, dba Harrison Berkman Claypool & GuardJan 2020 to now
- Hbc Financial Services, PllcJan 2020 to Jan 2025
- BdoNov 2019 to Dec 2019
- Peterson Sullivan LLPOct 2004 to Nov 2019
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7288146
- Firm CRD
- 108805