Kayla
Welker
Aviso Wealth Management
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About this Advisor
Kayla Welker is a financial advisor based in Selinsgrove, Pennsylvania, working with Aviso Wealth Management. Kayla has previously held positions at Brewer & Company LLC, Larson, Kellett & Associates, Wagner, Dreese, Elsasser & Associates P.C, Aviso Financial, LLC, First Allied Securities, Inc, First Allied Advisory Services LLC, Cetera Advisors LLC, and Osaic. Kayla has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Kayla is part of Aviso Wealth Management, which operates out of Selinsgrove, Pennsylvania. The firm has 5 offices and 9 employees. The firm manages assets totaling $401.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Aviso Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aviso Wealth Management Brokerage Details
$401,709,508
9
1,656
$242,578
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kayla Welker Work History
Osaic
Aviso Financial, LLC
First Allied Advisory Services LLC
Cetera Advisors LLC
First Allied Securities, Inc
Wagner, Dreese, Elsasser & Associates P.C
Larson, Kellett & Associates
Brewer & Company LLC
Disclosures
Please visit the SEC profile of Kayla Welker 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 Aviso Wealth Management
Selinsgrove, PA
Washington, DC
Doylestown, PA
Bellevue, WA
Seattle, WA
Seattle, WA
Seattle, WA
Xenia, OH
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