Kati Hays has been an investment adviser representative at WealthBridge Capital Management since January 2025, and is not listed among the firm’s executive officers or direct owners.
Wealthbridge Capital Management, LLC is a Westerville, OH firm with $710M under management, 457 clients and 4 advisers across 2 offices, as of its August 2026 filing.
Kati Hays is Private Wealth Advisor of WealthBridge Capital Management. Hays specializes in complex financial moments, including divorce, widowhood, career transitions and business exits, and works with clients on comprehensive financial planning, investment strategy, retirement planning and risk management. She regularly collaborates with clients' CPAs, tax professionals and estate planning attorneys. Before becoming a financial advisor, she owned and operated businesses in Englewood and Boca Grande.
Kati Hays’ longest registration was 2 years at Edward Jones (2022–2025). Before joining WealthBridge Capital Management in 2025, Kati Hays was registered through Edward Jones.
- – present · 1 yearEnglewood, FL · Adviser representative · Firm CRD 298254
- Edward Jones– · 2 yearsEnglewood, FL · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Kati Hays is registered as an investment adviser representative in Florida, since January 2025.
- FloridaSince 13 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 19 November 2022 |
| Series 7TO | General Securities Representative Examination | 26 September 2022 |
| SIE | Securities Industry Essentials Examination | 30 August 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kati Jo Hays
- CRD
- 7604646
- Firm
- WealthBridge Capital Management · CRD 298254
- Office
- 2881 PLACIDA ROAD, 205, Englewood, FL 34224
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthbridgecm.com
Where does Kati Hays work?
Kati Hays is an investment adviser representative registered through Wealthbridge Capital Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kati Hays a financial advisor?
Yes. Kati Hays has a current investment-adviser registration in Florida, through WealthBridge Capital Management since January 2025.
How many years of experience does Kati Hays have?
Kati Hays has 4 years in the financial industry, since September 2022, across 2 adviser firms.
What exams has Kati Hays passed?
Kati Hays has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2022.
Where did Kati Hays work before WealthBridge Capital Management?
Before WealthBridge Capital Management, Kati Hays was registered through Edward Jones, November 2022 to January 2025.
Where is Kati Hays based?
Kati Hays’ registered office is in Englewood, FL.
Is Kati Hays registered with FINRA?
No. Kati Hays has no current broker registration.
How can I verify Kati Hays’ record?
Search CRD 7604646 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kati Hays’ full registration record.
