Wentao Liu is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2025-10-03 | present | Yes |
| MAINSAIL FINANCIAL GROUP, LLC | 2024-11-13 | 2025-09-02 | — |