Kayla Jo Welker
Investment adviser representative at Aviso Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$621.3MFirm assets
Are you Kayla Jo Welker? Claim your profile
Contact this firm
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
Experience
11 years in the industry.
- OsaicSep 2023 to now
- Aviso Wealth ManagementOct 2021 to now
- First Allied Advisory Services LLCSep 2021 to now
- Aviso Financial, LLCApr 2021 to now
- Cetera Advisors LLCSep 2022 to Sep 2023
- First Allied Securities, Inc.Jul 2021 to Sep 2022
- Wagner, Dreese, Elsasser & Associates P.C.Feb 2018 to Apr 2021
- Larson, Kellett & AssociatesAug 2015 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Aviso Wealth Management
$621.3MAssets managed
929Clients
9Advisers
27 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
- 7360153
- Firm CRD
- 108146