Kelly E. Doyle

WEALTHRISE FINANCIAL PLANNING

Carlsbad, CA 92008

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CRD#: 7861921

Professional summary

Kelly Elizabeth Doyle is a registered financial advisor currently at WEALTHRISE FINANCIAL PLANNING, LLC located in Carlsbad, California.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Kelly has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Elizabeth Doyle's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 25, 2024 - Present

WEALTHRISE FINANCIAL PLANNING, LLC

Office #1: 5938 Priestly Dr., Suite 103, Carlsbad, CA 92008

RIA

CRD#: 283764

Carlsbad, CA

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

California
(1/25/2024)

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

State Security Law Exam

IAR

Series 65

Date: 10/20/2023

Uniform Investment Adviser Law Examination

Current Firm

WEALTHRISE FINANCIAL PLANNING, LLC

WEALTHRISE FINANCIAL PLANNING, LLC | WEALTHSPRING FINANCIAL PLANNERS, LLC

CRD#: 283764 / SEC#: 801-134557

California

Registered Investment Advisory firm - (6/8/2016 Approved)

Texas

Registered Investment Advisory firm - (2/20/2020 Conditional Restricted)

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Contact information

Main Address

5938 Priestly Dr., Suite 103, Carlsbad, CA 92008

Mailing Address

Phone number

(760) 508-0368

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE DOCUMENT FOR ALL CLIENTS (10/3/2025)

Regulatory assets under management

Total Number of Accounts	338
AUM (Assets Under Management)	$ 124,217,596

Red Flags

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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Kelly E. Doyle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Elizabeth Doyle's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHRISE FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2023

Current Firm

WEALTHRISE FINANCIAL PLANNING, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHRISE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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