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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lynn Van wyhe is a financial advisor with Bright Road Wealth Management, LLC. Kelly is licensed in Washington. Kelly is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Kelly has worked in the financial industry since 2006.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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AK
03/28/2022 - Present
Bright Road Wealth Management, LLC (ANCHORAGE AK)
IA
Issued 03/22/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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