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Kayla Marie Kaltenecker

Lido

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About Kayla Marie Kaltenecker

Kayla Kaltenecker is an investment advisor representative associated with Lido. Kayla has been in the industry since January 2017 and has experience working in the financial services field. Kayla is registered with the state of California and holds a Series 65 license, which she obtained in 2018. Kayla has worked for several firms in the past, including J & Y Business Group and Bang Zoom! Entertainment. Kayla is a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. In addition to her work as an investment advisor, Kayla also provides data entry assistance for Kaltenecker Inc., an accounting firm.

Firm Information

Kayla Kaltenecker is currently registered with Lido. Lido is an investment advisor headquartered in Los Angeles, California. They provide a range of services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as educational seminars and selection of other advisors. They manage over $19.6 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and ERISA pooled plans.
Lido

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$19.66B

Assets Under Management

26

Total Clients

150

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kayla Kaltenecker’s Registration & Firm History

CA

01/01/2025 - Present

Lido (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 01/22/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kayla Marie Kaltenecker.
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