Kaila Widmann (CRD# 7081493) is an Investment Advisor Representative working at M1 Finance in Chicago, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M1 Finance | Chicago, IL | Jun 2020 - Current | 3 |
| University Of Wisconsin - Madison | Madison, WI | Sep 2016 - May 2020 | 3 |
| Prarie Fire | Madison, WI | Aug 2016 - Feb 2020 | 3 |
| Northwestern Mutual | Middleton, WI | May 2019 - Aug 2019 | < 1 |
| Dlux | Madison, WI | May 2018 - Jan 2019 | < 1 |
| Maxim's Family Restaurant | Brookfield, WI | May 2014 - Jan 2019 | 4 |
| Brookfield East High School | Brookfield, WI | Sep 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- IL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
IL
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