Eric Ilmari Kala
Investment adviser representative at Avid Wealth Partners, LLC
18 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$298.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Avid Wealth Partners, LLCNov 2022 to now
- Newedge Advisors, LLCJul 2020 to Oct 2022
- Northwestern Mutual Wealth Management CompanyJul 2014 to Jul 2020
- Northwestern Mutual Investment Services, LLCSep 2009 to Jul 2020
- Northwestern Mutual Life Insurance CompanyOct 2008 to Jul 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (TX).
Avid Wealth Partners, LLC
$298.5MAssets managed
246Clients
7Advisers
4 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
- 5611781
- Firm CRD
- 323124