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Kayla Nikula

8 Years of Experience
Madison, WI
BrokerSells Insurance

Kayla Nikula is a registered investment advisor, based in Madison, WI, with 8 years of industry experience.

Location

2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kayla is an employee for IRIS, an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance, and successor trustee to a special needs trust. She is also president of Argyle Community Parks Foundation and a financial professional with North Star Resource Group, dedicating about a quarter of her time to this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cri Securities, LLC
January 2018 - October 2021 · 3 yrs 9 mos
Securian Financial Services, INC.
January 2018 - August 2023 · 5 yrs 7 mos
Securian Financial Services, INC.Broker
December 2017 - August 2023 · 5 yrs 8 mos
Cri Securities, LLCBroker
December 2017 - October 2021 · 3 yrs 10 mos
State Registrations22 states
AKARAZCACOCTFLIDILKYMNMTNCNYOHORPASCTXVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kayla Nikula - Financial Advisor | TrueAdvisor