Best Investors Account Sign in
Inactive

Kelly Elizabeth Doyle

Wealthrise Financial Planning, LLC

Carlsbad, CA

CRD 7861921

Claim This Profile
Employer firm

Wealthrise Financial Planning, LLC CRD 283764

$136M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wealthrise Financial Planning, Llc

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-01-25
  • CA RA
    APPROVED
    Since 2024-01-25

Branch Locations

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008 • 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
Wealthrise Financial Planning, Llc Carlsbad CA 09/2023 Present
Homemaker Carlsbad CA 03/2022 09/2023
Rick Engineering Company San Diego CA 03/2003 03/2022
  • 09/2023 → Present
    Wealthrise Financial Planning, Llc
    Carlsbad, CA
  • 03/2022 → 09/2023
    Homemaker
    Carlsbad, CA
  • 03/2003 → 03/2022
    Rick Engineering Company
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-20
  • S65 Uniform Investment Adviser Law Examination
    2023-10-20

View on SEC IAPD

Nearby Firms

INTELLIGENCE DRIVEN ADVISERS, LLC
COTTINGHAM MANAGEMENT COMPANY, LLC
CORONADO INVESTMENT ADVISORS, LLC

Nearby Investors

JASON RICHARD LABRUM
Samuel Bowman Wheeler
Thomas Ohanesian

Nearby Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA

More in Carlsbad, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor