Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
4yrs
John Gross
Financial advisor at Coldstream Wealth Management
John Gross has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Bellevue, Washington. After four years at Ameriprise Financial Services, John joined Coldstream Wealth Management in 2026, a firm offering financial planning, investment management, and private fund management. John holds the CFP® designation.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeOne - 100th Avenue NE Suite 102, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.88 million
Advisors at the firm140
States licensed ?1 state
Services through Coldstream Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowColdstream Wealth ManagementCurrent firm
- 2022 – 2026Ameriprise Financial Services, LLCPreviously
Contact John
(425) 283-1600Coldstream Wealth Management main office One - 100th Avenue NE Suite 102Bellevue, WA 98004Office · Get directions X (Twitter) pageColdstream Wealth Management
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Coldstream Wealth Management at (425) 283-1600 and ask for John Gross. John works from the Bellevue, WA office.
How long has John been a financial advisor?
John has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does John hold?
Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Coldstream Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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