Kelly Van Wyhe has been an investment adviser representative at Bright Road Wealth Management since March 2022, and is not listed among the firm’s executive officers or direct owners.
Bright Road Wealth Management, LLC is an Anchorage, AK firm with $443M under management, 622 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Kelly Van Wyhe is Financial Advisor of Bright Road Wealth Management, offering comprehensive financial planning and investment management in the South Puget Sound area and remotely throughout the U.S. After college she worked for almost ten years as a retirement plan consultant helping 401(k) plans run smoothly.
- – present · 4 yearsPuyallup, WA · Adviser representative · Firm CRD 164408
Professional designations
Listed by Bright Road Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kelly Van Wyhe is registered as an investment adviser representative in 2 states. The first approvals date from March 2022; the most recent is Texas, in January 2026.
- TexasSince 28 January 2026
- WashingtonSince 28 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelly Lynn Van Wyhe
- CRD
- 7528891
- Firm
- Bright Road Wealth Management · CRD 164408
- Office
- Puyallup, WA
- Registration
- Investment adviser registration
- In the industry since
- March 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightroadwealth.com
Where does Kelly Van Wyhe work?
Kelly Van Wyhe is an investment adviser representative registered through Bright Road Wealth Management, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Van Wyhe a financial advisor?
Yes. Kelly Van Wyhe has a current investment-adviser registration in Texas and Washington, through Bright Road Wealth Management since March 2022.
How many years of experience does Kelly Van Wyhe have?
Kelly Van Wyhe has 4 years in the financial industry, since March 2022, across 1 adviser firm.
What exams has Kelly Van Wyhe passed?
Kelly Van Wyhe passed the Series 65 in March 2022.
Where is Kelly Van Wyhe based?
Kelly Van Wyhe’s registered office is in Puyallup, WA.
Is Kelly Van Wyhe registered with FINRA?
No. Kelly Van Wyhe has no current broker registration.
Is Kelly Van Wyhe a CFP?
Bright Road Wealth Management lists Kelly Van Wyhe with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kelly Van Wyhe’s record?
Search CRD 7528891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Van Wyhe’s full registration record.
