Rae Beck has been an investment adviser representative at Bright Road Wealth Management since September 2025, 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.
Rae Hartley Beck is Financial Advisor of Bright Road Wealth Management, based in Grand Junction, Colorado. She provides flat-fee holistic financial planning to individuals and families across Western Colorado and the I-70 corridor, in person and remotely. She began her career as a Claims Specialist at the Social Security Administration and for several years served as the Retirement, Investing & Tax editor for Forbes Advisor.
- – present · 1 yearGrand Junction, CO · Adviser representative · Firm CRD 164408
Professional designations
Listed by Bright Road Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Rae Beck is registered as an investment adviser representative in Colorado, since September 2025.
- ColoradoSince 10 September 2025
Examinations
No examinations are on Rae Beck’s record.
- Full name
- Rae Hartley Beck
- CRD
- 8152686
- Firm
- Bright Road Wealth Management · CRD 164408
- Office
- 750 Main St, Grand Junction, CO 81507
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- brightroadwealth.com
Where does Rae Beck work?
Rae Beck is an investment adviser representative registered through Bright Road Wealth Management, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Rae Beck a financial advisor?
Yes. Rae Beck has a current investment-adviser registration in Colorado, through Bright Road Wealth Management since September 2025.
How many years of experience does Rae Beck have?
Rae Beck has 1 year in the financial industry, since September 2025, across 1 adviser firm.
Where is Rae Beck based?
Rae Beck’s registered office is in Grand Junction, CO.
Is Rae Beck registered with FINRA?
No. Rae Beck has no current broker registration.
Is Rae Beck a CFP?
Bright Road Wealth Management lists Rae Beck with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Rae Beck’s record?
Search CRD 8152686 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rae Beck’s full registration record.
