Kelly Van Wyhe (CRD# 7528891) is an Investment Advisor Representative working at Bright Road Wealth Management, LLC in Puyallup, WA and has over 2 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
CRD# 7043324
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bright Road Wealth Management, LLC | Anchorage, AK | Mar 2022 - Current | 2 |
| 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 |
- WA
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts1,637ACCOUNTS
-
Average Account Value$173,551
- A percentage of assets under your management
- Hourly charges
- 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
AK, AZ, CA, CO, DC, TX, WA
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