Kay Dee Cole
CFP®Professional Summary
Kay Dee Cole, CFP®, who also goes by Kay Dee Dyksterhuis, is a registered financial advisor currently at CLARITY WEALTH DEVELOPMENT, LLC located in Corvallis, Oregon. Kay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Kay has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Health Care & Long-Term Care Planning
- Tax Planning
Specializations
Biography
My passion is working with people who have lost their financial partner or are dealing with a situation that requires many moving parts. Transitions are hard. Watching my Mom navigate Alzheimer's and then transition to being single made me want to protect her. I wanted to make sure others understood why it's essential to have someone outside your family to help..
Other Aliases
Kay Dee Dyksterhuis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
CLARITY WEALTH DEVELOPMENT, LLC
Contact Information
Main Address
262 Nw Polk Ave, Corvallis, OR 97330Phone Number
(541) 753-1898# of Employees
5SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
712AUM (Assets Under Management)
$208,615,945Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CLARITY WEALTH DEVELOPMENT, LLC
State Registrations and Notice Filings
(11/15/2010)
(10/22/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Kay Dee Cole's CRS (Customer Relationship Summary).
Services Offered by Kay
- Estate & Legacy Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Health Care & Long-Term Care Planning
- Tax Planning
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