Kyla Mechura
Investment adviser representative at Osaic Wealth, Inc.
11 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 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
11 years in the industry.
- Osaic Wealth, Inc.Nov 2023 to now
- OsaicNov 2023 to now
- Minnesota Financial Resources, IncNov 2022 to now
- Cambridge Investment Research Advisor, Inc.Nov 2022 to Nov 2023
- Cambridge Investment Research, Inc.Nov 2022 to Nov 2023
- Brown & BrownSep 2022 to Nov 2022
- Cambridge Investment Research Advisors, Inc.Oct 2017 to Aug 2022
- Cambridge Investment Research, Inc.Oct 2017 to Aug 2022
- Minnesota Financial Resources, Inc.Dec 2015 to Aug 2022
- Sii Investments, Inc.Dec 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MN).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6590568
- Firm CRD
- 23131