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Kay Dee Cole

CLARITY WEALTH DEVELOPMENT, LLC·CORVALLIS, Oregon
Series 7, Series 63, Series 65Clean record15 years registeredCLARITY WEALTH DEVELOPMENT, LLC
262 NW POLK AVE, CORVALLIS, OR 97330CRD# 4997570Firm CRD# 155103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kay Dee Cole · CORVALLIS, OR
Registration
CRD #4997570 · CLARITY WEALTH DEVELOPMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

CLARITY WEALTH DEVELOPMENT, LLC
Nov 2010 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 15, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CLARITY WEALTH DEVELOPMENT, LLC
CRD 155103 · SEC 801-121546
AUM
$141M
Regulatory assets under management
Employees
5
798 client accounts
Services offered by CLARITY WEALTH DEVELOPMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CLARITY WEALTH DEVELOPMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kay Dee Cole offer?
Kay Dee Cole specializes in Financial Planning, Investment Management. Contact their office in CORVALLIS, Oregon for a consultation.
What are Kay Dee Cole's credentials?
Kay Dee Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kay Dee Cole located?
Kay Dee Cole is based in CORVALLIS, Oregon, working with CLARITY WEALTH DEVELOPMENT, LLC. Their office serves clients in the CORVALLIS metropolitan area and surrounding communities.
How does Kay Dee Cole charge for services?
Kay Dee Cole's firm is compensated through percentage of aum, hourly charges, subscription fees, other: net worth fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLARITY WEALTH DEVELOPMENT, LLC?
CLARITY WEALTH DEVELOPMENT, LLC has approximately 5 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CLARITY WEALTH DEVELOPMENT, LLC

Kim Meyer Hall
CORVALLIS, OR

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