Advisor at Coldstream Wealth Management
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Firm
Coldstream Wealth Management
Location
Portland, OR 97232
Credentials
CFP®, Series 63
Industry experience
27 years
Melody Behnke is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Coldstream Wealth Management, where she has worked since 2024. Her prior experience includes roles at Arnerich Massena, Inc., Securities America, Inc., River Summit Consulting, LLC, and M Financial Group. Coldstream Wealth Management is an employee-owned firm serving affluent individuals, families, business owners, corporate executives, employee benefit plans, and endowments. The firm manages approximately $12.4 billion in assets and offers a range of services including portfolio management, financial and retirement planning, wealth transfer, and retirement plan advisory, supported by a team-based investment approach and access to diverse alternative investments.
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Based on Coldstream Wealth Management
Flat fees may be charged for financial planning services; fees are negotiable based on complexity and scope.
Hourly fees are charged for certain advice not directly related to managed accounts; fees are negotiated individually.
Account minimum: $10,000 Minimum fee: Minimum management fee for private wealth management is $10,000; Family Office management minimum fee is $150,000; minimums may be waived at Coldstream's discretion.
650 Ne Holladay St, #1500
Portland, OR 97232
Oregon
Coldstream Wealth Management
2024 - Present (2 years)
Arnerich Massena, Inc.
2019 - 2024 (5 years)
Securities America, Inc.
2019 - 2019 (1 year)
Securities America Advisors
2019 - 2019 (1 year)
River Summit Consulting, Llc
2018 - 2019 (1 year)
M Holdings Securities, Inc.
2003 - 2018 (15 years)
M Financial Group
2003 - 2018 (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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