Kay Cole has been Chief Executive Officer and Chief Compliance Officer of Clarity Wealth Development since September 2010, is a control person of the firm and directly owns between 50% and 75% of it. Kay Cole holds a Natural Resources Economics degree from Oregon State University.
Clarity Wealth Development, LLC is a Corvallis, OR firm with $209M under management, 226 clients and 5 advisers in one office, as of its March 2026 filing.
Kay Dee Cole is CEO and Founder of Clarity Wealth Development, based in Corvallis, Oregon. Kay Dee opened the firm in 2010 and works with people who have lost their financial partner or are dealing with a situation that requires many moving parts. After college she worked for the U.S. Department of Agriculture as a statistician in California and Colorado, and in 2000 she opened a retail business as a florist.
- – present · 15 yearsCorvallis, OR · Adviser representative · Firm CRD 155103
Professional designations
Listed by Clarity Wealth Development
- CFP®
Investment adviser representative registrations
Kay Cole is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2010; the most recent is Texas, in October 2015.
- OregonSince 15 November 2010
- TexasResidentSince 22 October 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 November 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 2005 |
| Series 7 | General Securities Representative Examination | 10 September 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kay Dee Cole
- CRD
- 4997570
- Firm
- Clarity Wealth Development · CRD 155103
- Role
- Chief Executive Officer and Chief Compliance Officer
- Office
- 262 NW POLK AVE, Corvallis, OR 97330
- Registration
- Investment adviser registration
- In the industry since
- November 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claritywealthdevelopment.com
Where does Kay Cole work?
Kay Cole has been Chief Executive Officer and Chief Compliance Officer of Clarity Wealth Development, LLC since September 2010, and is a control person of the firm.
Is Kay Cole a financial advisor?
Yes. Kay Cole has a current investment-adviser registration in Oregon and Texas, through Clarity Wealth Development since November 2010.
How many years of experience does Kay Cole have?
Kay Cole has 15 years in the financial industry, since November 2010, across 1 adviser firm.
What exams has Kay Cole passed?
Kay Cole has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 2005.
Where is Kay Cole based?
Kay Cole’s registered office is in Corvallis, OR.
Is Kay Cole registered with FINRA?
No. Kay Cole has no current broker registration.
Is Kay Cole a CFP?
Clarity Wealth Development lists Kay Cole with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Kay Dee Cole biography, claritywealthdevelopment.com
How can I verify Kay Cole’s record?
Search CRD 4997570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kay Cole’s full registration record.
