Kelly Van Wyhe, financial advisor Anchorage AK

Kelly Van Wyhe

CRD Number: 7528891
Current Firm: Bright Road Wealth Management, LLC

Kelly Van Wyhe (CRD# 7528891) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Anchorage, AK and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bright Road Wealth Management, LLC Anchorage, AK Mar 2022 - Current 1
Bright Road Wealth Management, LLC Anchorage, AK Feb 2020 - Mar 2022 2
N/a Tacoma, WA Feb 2016 - Feb 2020 4
Spectrum Pension Consultants, Inc. Tacoma, WA Jun 2006 - Feb 2016 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2022
Contact Info for Kelly L. Van Wyhe
Phone Number: (907) 339-1555
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


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