Kaylynne Elise Willis
Investment adviser representative at A4 Wealth Advisors LLC
16 yearsExperience
2 statesRegistered in
$213.7MFirm assets
4 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Osaic Wealth, IncOct 2026 to now
- A4 Wealth Advisors LLCMay 2026 to now
- Hawks Ridge Mobile Vet ServicesMay 2026 to now
- World Wide Financial Solutions, LLC dba A4 Insurance SolutionsMay 2026 to now
- Willis Welding Company, Inc.Aug 2024 to now
- Equine Muscle WorksSep 2023 to now
- Penn Mutual Life Insurance CompanyJul 2023 to now
- Foster Financial Group, LLCAug 2024 to May 2026
- Hornor, Townsend, & Kent, LLCOct 2023 to May 2026
- AgiaDec 2022 to Aug 2023
- Valic Financial Advisors, Inc.Sep 2020 to Nov 2023
- Valic Financial Advisors, Inc.May 2019 to Aug 2020
- Full Time StudentAug 2010 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
A4 Wealth Advisors LLC
$213.7MAssets managed
587Clients
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
- 7098757
- Firm CRD
- 152397