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Kelly Lynn Van Wyhe

Bright Road Wealth Management, LLC

Puyallup, WA

Anchorage, AK

CRD 7528891

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Employer firm

Bright Road Wealth Management, LLC CRD 164408

$443M regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

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

Current Employers
Bright Road Wealth Management, Llc

405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-28
WA RA APPROVED 2022-03-28
  • TX RA
    APPROVED
    Since 2026-01-28
  • WA RA
    APPROVED
    Since 2022-03-28

Branch Locations

Puyallup, WA • United States

405 W. 36Th Avenue Suite 212, Anchorage, AK 99503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
N/A Tacoma WA 02/2016 02/2020
Bright Road Wealth Management, Llc Anchorage AK 02/2020 03/2022
Bright Road Wealth Management, Llc Anchorage AK 03/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-22
  • S65 Uniform Investment Adviser Law Examination
    2022-03-22
Designations
  • Certified Financial Planner
Other Names
  • Kelly Lynn Trout
  • Kelly Van Wyhe

View on SEC IAPD

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