Kayla
Clark
Motiv8 Investments LLC
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About this Advisor
Kayla Clark is a chartered financial consultant based in Stuart, Florida who has 3 years of industry experience. Clark is an employee of Motiv8 Investments LLC. Over the course of their career, Clark has held roles at Principal Financial Group, Princor Financial Services Corp, Northwestern Mutual Investment Services, LLC, Steven Kosnick, Motiv8 Investments LLC, Northwestern Mutual Wealth Management Company, Securities America, Inc, Securities America and Joshua Kosnick. Clark has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Iowa and Wisconsin. Motiv8 Investments LLC is a registered investment business that has its headquarters in Stuart, FL. The firm has offices in 14 locations and a total of 13 financial advisors. It has $118 million in assets under management across its 722 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 722 customer accounts, just 3% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Motiv8 Investments LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on which service is provided. However, fee types billed by Motiv8 Investments LLC may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Motiv8 Investments LLC Brokerage Details
$118,148,737
13
722
$163,641
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kayla Clark Work History
Kayla has been registered as a financial advisor for 3 years.*
Motiv8 Investments LLC
Securities America, Inc
Joshua Kosnick
Securities America
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
Steven Kosnick
Steven Kosnick
Northwestern Mutual Investment Services, LLC
Principal Financial Group
Princor Financial Services Corp
Princor Financial Services Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kayla Clark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Motiv8 Investments LLC
Salt Lake City, UT
Stuart, FL
Stuart, FL
Stuart, FL
Meridian, ID
Stuart, FL
Fayetteville, AR
Stuart, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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