Kayla Welker (CRD# 7360153) is an Investment Advisor Representative working at Aviso Wealth Management in Selinsgrove, PA and has over 2 years of experience in the finance industry. Kayla Welker 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.
CRD# 5625453
Private Advisor Group, LLC
CRD# 1375505
Ameriprise Financial Services, LLC
CRD# 1209925
Trustmont Advisory Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic | Selinsgrove, PA | Sep 2023 - Current | < 1 |
| First Allied Advisory Services LLC | Schaumburg, IL | Sep 2021 - Current | 2 |
| Aviso Financial, LLC | Selinsgrove, PA | Apr 2021 - Current | 3 |
| Cetera Advisors LLC | Selinsgrove, PA | Sep 2022 - Sep 2023 | 1 |
| First Allied Securities, Inc. | San Diego, CA | Jul 2021 - Sep 2022 | 1 |
| Wagner, Dreese, Elsasser & Associates P.c. | Lewisburg, PA | Feb 2018 - Apr 2021 | 3 |
| Larson, Kellett & Associates | Montoursville, PA | Aug 2015 - Feb 2018 | 2 |
| Brewer & Company LLC | Bloomsburg, PA | Jan 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- PA
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Total Assets Under Management402MILLIONS
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Total Number of Accounts1,656ACCOUNTS
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Average Account Value$242,578
- 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
- Pension consulting services
AZ, CA, CT, DC, DE, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, SC, TX, VA, WA
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