Rae Hartley Beck
Investment adviser representative at Bright Road Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$443.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Bright Road Wealth Management, LLCAug 2025 to now
- Self EmploymentNov 2011 to now
- Forbes AdvisorFeb 2023 to Jul 2025
- Santos EnterprisesJun 2022 to Nov 2024
- Utah Ski GearNov 2016 to May 2019
- Social Security AdministrationMay 2016 to Apr 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Bright Road Wealth Management, LLC
$443.3MAssets managed
622Clients
9Advisers
6 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
- 8152686
- Firm CRD
- 164408