Kay D. Cole
CLARITY WEALTH DEVELOPMENT
CORVALLIS, OR 97330
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CRD#: 4997570
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.
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..
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Life Transitions
Investment Planning
Elder Care
Do you have an area of expertise or specialization?
AUM
Estate & Generational Planning...
ExPat and Cross Border Issues
Retirement Planning & Distribu...
Tax Planning
Women's Financial Planning Iss...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Kay Dee Dyksterhuis
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.
1. CLARITY PROPERTIES, LLC; NOT INVESTMENT-RELATED; CORVALLIS, OR; OWNS REAL ESTATE; START 01/2000; APPROX 5 HOURS PER MONTH; APPROX 0 HOURS PER MONTH DURING TRADING HOURS; PAPERWORK, FILING FORMS, ORGANIZING.
CRS (Client Relationship Summary) - RIA
Click below to view Kay Dee Cole's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
November 15, 2010 - Present
CLARITY WEALTH DEVELOPMENT, LLC
Office #1: 262 Nw Polk Ave, Corvallis, OR 97330RIA
CRD#: 155103
CORVALLIS, OR
Past
September 12, 2005 - September 15, 2010
EDWARD JONES
BD
CRD#: 250
CORVALLIS, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CLARITY WEALTH DEVELOPMENT, LLC
CLARITY WEALTH DEVELOPMENT, LLC
CRD#: 155103 / SEC#: 801-121546
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (6/25/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(11/15/2010)
IAR
Texas(10/22/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
CLARITY WEALTH DEVELOPMENT, LLC
CLARITY WEALTH DEVELOPMENT, LLC
CRD#: 155103 / SEC#: 801-121546
RIA
Registered Investment Advisory firm - (6/21/2021 Approved)Oregon
Registered Investment Advisory firm - (8/6/2021 Terminated)Texas
Registered Investment Advisory firm - (6/25/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
262 Nw Polk Ave, Corvallis, OR 97330
Mailing Address
Phone number
(541) 753-1898
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 770 |
| AUM (Assets Under Management) | $ 170,550,860 |
Red Flags
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Company Information
CLARITY WEALTH DEVELOPMENT, LLC
CRD#: 155103Corvallis, OR 97330TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
