Henry Lemaster
Investment adviser representative at Coldstream Wealth Management
11 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
11 years in the industry.
- Coldstream Wealth ManagementAug 2024 to now
- Ameriprise Financial Services, LLCMay 2023 to Aug 2024
- Ameriprise Financial Services, LLCFeb 2023 to Apr 2023
- Self-employmentSep 2022 to Jan 2023
- Extended TravelApr 2022 to Aug 2022
- Washington State LegislatureJan 2022 to Mar 2022
- Duke's SeafoodApr 2021 to Dec 2021
- Boundless ImmigrationJun 2020 to Mar 2021
- University of WashingtonOct 2019 to May 2020
- Washington Policy CenterJun 2019 to Sep 2019
- University of WashingtonSep 2018 to May 2019
- Mercer Island Beach ClubMay 2018 to Aug 2018
- Mercer Island High SchoolJan 2018 to Apr 2018
- Mercer Island Country ClubAug 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7695901
- Firm CRD
- 108805