Hayley Pamela Haslett
Investment adviser representative at Lake Road Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$98.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lake Road Advisors, LLCMar 2022 to now
- Blue Water Wealth, Inc.Aug 2019 to Mar 2022
- San Diego State UniversitySep 2018 to May 2019
- Permanent Value, Inc.Feb 2018 to Sep 2018
- Alesmith Brewing CompanyFeb 2017 to Feb 2018
- Helm's Brewing CompanyMay 2016 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Lake Road Advisors, LLC
$98.8MAssets managed
137Clients
2Advisers
7 yearsIn 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
- 7199554
- Firm CRD
- 281657