Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Erickson is a financial professional with over 5 years of experience in the industry. Kayla is a registered representative with Northwestern Mutual Investment Services, LLC, a firm with a strong focus on investment research and referrals to other advisors. Kayla holds the Series 6, Series 26, and Series 63 securities licenses. Previously, Kayla has worked with Commonwealth Financial Network and SII Investments, Inc. Kayla has a strong record of success in providing financial advice to clients across a range of needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
01/07/2019 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
WI
12/18/2017 - 12/04/2018
COMMONWEALTH FINANCIAL NETWORK (Brookfield WI)
WI
12/17/2016 - 12/21/2017
SII INVESTMENTS, INC. (BROOKFIELD WI)
BC
Issued 03/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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