Kayla Pavela (CRD# 7085183) is an Investment Advisor Representative working at Wealthspire Advisors in Madison, WI and has over 4 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Wealthspire Advisors | Madison, WI | Oct 2022 - Current | 1 |
Nfp Retirement, Inc. | Aliso Viejo, CA | Jun 2019 - Oct 2022 | 3 |
Bronfman Rothschild | Madison, WI | Jan 2019 - Jun 2019 | < 1 |
Bronfman Rothschild | Madison, WI | May 2018 - Jan 2019 | < 1 |
Independent Caregiver With A Family | Madison, WI | Sep 2017 - Jan 2019 | 1 |
University Of Wisconsin, Madison | Madison, WI | Sep 2014 - Dec 2018 | 4 |
University Of Wisconsin, Madison | Madison, WI | Dec 2017 - Sep 2018 | < 1 |
University Of Wisconsin, Madison | Madison, WI | Aug 2017 - Feb 2018 | < 1 |
University Of Wisconsin, Madison | Madison, WI | Apr 2016 - Jul 2017 | 1 |
Divine Savior Holy Angels High School | Milwaukee, WI | Aug 2010 - Sep 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- WI
-
Total Assets Under Management18,872MILLIONS
-
Total Number of Accounts7,156ACCOUNTS
-
Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.