Kayla
Pavela
Wealthspire Advisors
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About this Advisor
Kayla Pavela is a financial advisor based in Madison, Wisconsin, working with Wealthspire Advisors. Kayla has previously held positions at Bronfman Rothschild, Independent Caregiver With A Family, University Of Wisconsin, Madison, Divine Savior Holy Angels High School, Nfp Retirement, Inc, and Wealthspire Advisors. Kayla has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Kayla is part of Wealthspire Advisors, which operates out of Madison, Wisconsin. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion 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, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kayla Pavela Work History
Wealthspire Advisors
Bronfman Rothschild
Nfp Retirement, Inc
Bronfman Rothschild
Independent Caregiver With A Family
University Of Wisconsin, Madison
University Of Wisconsin, Madison
University Of Wisconsin, Madison
University Of Wisconsin, Madison
Divine Savior Holy Angels High School
Disclosures
Please visit the SEC profile of Kayla Pavela 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 Wealthspire Advisors
New York, NY
Salisbury, MD
Delafield, WI
New York, NY
Potomac, MD
Delafield, WI
New York, NY
Fulton, MD
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
