Eric Kala, financial advisor San Antonio TX

Eric Kala

CRD Number: 5611781
Current Firm: Avid Wealth Partners, LLC

Eric Kala (CRD# 5611781) is an Investment Advisor Representative working at Avid Wealth Partners, LLC in San Antonio, TX and has over 14 years of experience in the finance industry. Eric Kala 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.

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Professional Designations
Company Name Location Dates Years
Avid Wealth Partners, LLC San Antonio, TX Nov 2022 - Current 1
Newedge Advisors, LLC San Antonio, TX Jul 2020 - Oct 2022 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Jul 2014 - Jul 2020 6
Northwestern Mutual Investment Services, LLC San Antonio, TX Sep 2009 - Jul 2020 10
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 2008 - Jul 2020 11
Northwesternmutual Investment Services, LLC San Antonio, TX Feb 2012 - Mar 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2009
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Eric I. Kala
Phone Number: (210) 864-3333
Firm Website: https://www.avidwp.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    639
    ACCOUNTS
  • Average Account Value
    $255,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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