Waylon Michael Bell

Employer firm

Bright Lake Wealth Management, LLC CRD 323513

$104M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 05/2021
  Foothill High School
  Palo Cedro, CA
• 08/2021 → 05/2023
  Shasta College
  Redding, CA
• 08/2023 → 05/2025
  University Of California Santa Barbara
  Santa Barbara, CA
• 03/2025 → 04/2026
  Bright Lake Wealth Management
  Redding, CA
• 04/2026 → Present
  Bright Lake Wealth Management
  Redding, CA
• 01/2015 → 08/2017
  Student
  Palo Cedro, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-16