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Kelly Elizabeth Doyle

Wealthrise Financial Planning, LLC

Carlsbad, CA

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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

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Other Offices

INTELLIGENCE DRIVEN ADVISERS, LLC · CARLSBAD, CA
COTTINGHAM MANAGEMENT COMPANY, LLC · CARLSBAD, CA
CORONADO INVESTMENT ADVISORS, LLC · CARLSBAD, CA
FINANCIAL PLANNING SOLUTIONS, INC. · CARLSBAD, CA
PFS INVESTMENTS INC. · CARLSBAD, CA
COMMONWEALTH FINANCIAL NETWORK · CARLSBAD, CA
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