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Kay Dee Cole

CLARITY WEALTH DEVELOPMENT, LLC·CORVALLIS, Oregon
Unclaimed Profile
262 NW POLK AVE, CORVALLIS, OR 97330CRD# 4997570Firm CRD# 155103
01

About

Kay Dee Cole is a registered financial advisor based in CORVALLIS, Oregon, affiliated with CLARITY WEALTH DEVELOPMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLARITY WEALTH DEVELOPMENT, LLC
CLARITY WEALTH DEVELOPMENT, LLC
AUM
$141M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CLARITY WEALTH DEVELOPMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: NET WORTH FEES
Regulatory
SEC/IARD CRD# 4997570
Firm CRD# 155103
No disclosures on file
View on FINRA BrokerCheck →

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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 in CORVALLIS
Greg Bachman — SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLCNichols Milbank Cutting — SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLCBenjamin Scott Meeker — SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLCDorann Alderin Hurley — HURLEY FINANCIAL GROUP, INC.Kim Meyer Hall — CLARITY WEALTH DEVELOPMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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