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Ross David Almlie

Investment adviser representative at Future Bright
23 yearsExperience
6 statesRegistered in
$120.6MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

23 years in the industry.

  1. Future Bright, LLCMar 2015 to now
  2. Ross Almlie - Sole ProprietorOct 2003 to now
  3. Breadvault, LLCOct 2010 to Dec 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law2000

State registrations

Registered as an investment adviser representative in 6 states (AZ, IA, MN, ND, SD, TX).

Future Bright

Legal name: Future Bright, LLC

$120.6MAssets managed
401Clients
4Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2639006
Firm CRD
177521
Advisor's SEC record (opens in a new tab)
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