RB
Rae H. Beck
BRIGHT ROAD WEALTH MANAGEMENT
Grand Junction, CO 81507
Some features on this profile are disabled
CRD#: 8152686
RB
Rae Hartley BeckBRIGHT ROAD WEALTH MANAGEMENT
Professional summary
Rae Hartley Beck, who also goes by Rae Beck, Michelle Rae Hartley, is a registered financial advisor currently at BRIGHT ROAD WEALTH MANAGEMENT, LLC located in Grand Junction, Colorado.
Rae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Rae has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
Rae Beck | Michelle Rae Hartley
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. Self-employment, sole proprietor, doing business as Rae Hartley Beck 1148 Ouray AVE Grand Junction, CO 81501 Position: owner nature of the business: writing, editing. Brief description of the activity: writing and editing personal finance articles. Compensation received: $0 to $24,000 a month. Type of compensation: Flat rates negotiated per client paid on a 1099 basis. Whether the Activity Involves Securities or Financial Products: no Dates of involvement: 11/2011-present. Whether the Activity is Outside of Securities Trading Hours (Open-Close of NYSE): yes. I expect this to be 0-5 hours a month as I am not actively pitching, but will accept well-paid work if it happens to fall in my lap. 2. Passive income from residential rental properties
CRS (Client Relationship Summary) - RIA
Click below to view Rae Hartley Beck'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®
NoneExperience
Current
September 10, 2025 - Present
BRIGHT ROAD WEALTH MANAGEMENT, LLC
Office #1: 750 Main St, Grand Junction, CO 81507RIA
CRD#: 164408
Grand Junction, CO
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".
BRIGHT ROAD WEALTH MANAGEMENT, LLC
BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD#: 164408 / SEC#: 801-117890
RIA
Registered Investment Advisory firm - (1/16/2020 Approved)Alaska
Registered Investment Advisory firm - (6/4/2021 Terminated)Texas
Registered Investment Advisory firm - (5/20/2021 Terminated)Washington
Registered Investment Advisory firm - (6/22/2021 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
Colorado(9/10/2025)
Exams
Current Firm
BRIGHT ROAD WEALTH MANAGEMENT, LLC
BRIGHT ROAD WEALTH MANAGEMENT, LLC
CRD#: 164408 / SEC#: 801-117890
RIA
Registered Investment Advisory firm - (1/16/2020 Approved)Alaska
Registered Investment Advisory firm - (6/4/2021 Terminated)Texas
Registered Investment Advisory firm - (5/20/2021 Terminated)Washington
Registered Investment Advisory firm - (6/22/2021 Terminated)Loading...
Contact information
Main Address
405 W. 36th Avenue Suite 212, Anchorage, AK 99503
Mailing Address
Phone number
(907) 339-1555
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,919 |
| AUM (Assets Under Management) | $ 349,477,061 |
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.
