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Chief Executive Officer and Chief Compliance Officer · Clarity Wealth Development, LLC

Kay D. Cole

CRD 4997570 · Named on Form ADV at one SEC-registered adviser

At a glance

Clarity Wealth Development, LLC, an SEC-registered wealth manager based in Corvallis, OR with $209 million in regulatory assets, lists Kay D. Cole on its Form ADV as Chief Executive Officer and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Kay’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kim M. HallChief Operating Officer, Clarity Wealth Development, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kay’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.