Kayla LopuchCRD Number: 5991691
Current Firm: Akt Wealth Advisors, LP
Kayla Lopuch (CRD# 5991691) is an Investment Advisor Representative working at Akt Wealth Advisors, LP in Lake Oswego, OR and has over 4 years of experience in the finance industry. Kayla Lopuch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Akt Wealth Advisors, LP||Portland, OR||May 2014 - Current||2|
|Lpl Financial||Portland, OR||Feb 2013 - Apr 2014||1|
|Oneriver Financial Group||Portland, OR||Oct 2011 - Feb 2013||1|
|Eashtern Washington University||Spokane, WA||Sep 2010 - Sep 2011||1|
|Unemployed||Spokane, WA||Jun 2010 - Sep 2010||< 1|
|Northwest Farm Credit Services||Spokane, WA||Jun 2009 - Jun 2010||1|
|Elmer Bender, Cpa||Missoula, MT||Jan 2008 - Jun 2009||1|
|University Of Montana||Missoula, MT||Aug 2005 - Jun 2009||3|
|City Of Great Falls - Parks Department||Great Falls, MT||May 2007 - Aug 2007||< 1|
|City Of Great Falls - Recreation Center||Great Falls, MT||Jun 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
Total Assets Under Management840MILLIONS
Total Number of Accounts1,427ACCOUNTS
Average Account Value$588,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, OR, TX, WA
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