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Kayla Renee Nieman

Investment adviser representative at Arax Advisory Partners
10 yearsExperience
1 stateRegistered in
$26.5BFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Arax Advisory Partners, LLCAug 2025 to now
  2. Summit X, LLCFeb 2016 to Jul 2025

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 1 state (MO).

Arax Advisory Partners

Legal name: Arax Advisory Partners, LLC

$26.5BAssets managed
15,662Clients
222Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4664206
Firm CRD
133535
Advisor's SEC record (opens in a new tab)
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