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Kayla Grimslid

10 Years of Experience
Milford, OH
Broker

Kayla Grimslid is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Milford, OH, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1034 Main Street, Milford, OH, 45150

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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 Activities

Kayla is the owner of Mosaik Wealth Partners, LLC, a DBA associated with RJFS, dedicating minimal time to it. She also is involved with Schuring Farms Inc., an agriculture/farming business, spending minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
April 2016 - July 2024 · 8 yrs 3 mos
Edward JonesBroker
February 2016 - July 2024 · 8 yrs 5 mos
State Registrations29 states
ALCACOFLGAIAIDILINKYLAMAMDMIMONCNVNYOHOKRISCSDTNTXUTVAWAWV
AdvisorBrokerBoth

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