Cade Hampson, FPQP®

As a Wealth Management Associate, Cade aids clients with time sensitive tasks and processes client-directed requests. Cade makes up part of the client service team and works closely with other Wealth Management Associates and Wealth Managers on client relationships. His primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are taken care of. Cade is detail oriented, organized, and committed to enhancing our clients’ lives by providing worry free solutions to some of their daily stressors.

Cade attended Washington State University and graduated with a Bachelor of Arts in Innovation and Change Management. During his time in college, Cade held various leadership positions within student government and Greek life. Go Cougs!

Prior to joining Coldstream, Cade held internships in the wealth management industry at Merrill Lynch and KBC Advisors. He looks forward to starting his financial career at Coldstream and working closely with the clients we serve. Cade holds his FINRA Series 65 license.

Financial Paraplanner Qualified Professional™ and FPQP^® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.

THE MOST TREASURED THING I OWN

My 1973 Ford F250.

ONE PIECE OF ADVICE

Set two alarms!

HOBBIES

Working on classic cars/motorcycles, lifting weights, hiking, camping, fishing, and golfing.

COLDSTREAM SHAREHOLDER

Coldstream is an employee-owned financial services firm. We believe that by having broad employee ownership, we can attract and retain the industry’s best talent – in turn furthering our mission of enhancing people’s lives.