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Kayla Ann Nikula

Investment adviser representative at Cetera Investment Advisers LLC
20 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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 fee

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

20 years in the industry.

  1. Driftless Rise Financial, LLCNov 2025 to now
  2. Cetera Investment Advisers LLCAug 2023 to now
  3. Cetera Wealth Services, LLCAug 2023 to now
  4. North StarNov 2017 to now
  5. Iris- State of Wisconsin (evan Nikula)Jun 2006 to now
  6. Minnesota LifeNov 2017 to Aug 2023
  7. Securian Financial Services Inc.Nov 2017 to Aug 2023
  8. Cri Securities LLCNov 2017 to Oct 2021
  9. Legacy Advisor NetworkJul 2015 to Sep 2017
  10. Treinen Farm Corn Maze and Pumpkin PatchJul 2011 to Nov 2017
  11. Kayla Ann CoordinatesMay 2010 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 2 states (TX, WI).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
6530272
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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