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Kayla Nikula

Advisor at Cetera

Updated today
Cetera logo

Firm

Cetera

Location

Argyle, WI

Credentials

Series 66

Industry experience

8 years

Fee options

Fixed

Fixed fees reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Project-based

Hourly charges reported in SEC Form ADV Part 1 but not detailed in brochure excerpt.

Other

Account minimum: Varies by program; generally ranges from $5,000 to $250,000 depending on the program. Specific minimums include: $25,000 for Preferred Asset Management, Prime Portfolio Services, Premier Portfolio Management, Managed Wealth ADVANTAGE, and Mutual Fund/ETF Advisory Program; $15,000 for Spectrum Advisor; $10,000 minimum per model for Freedom; no minimum for Portfolio Solutions II; $7,000 for Advisor and Advisor II Programs; $25,000 for Guided Program; $100,000 for Manager Program; $5,000 for Select and Unified Programs (with many models requiring higher minimums); $100,000 to $250,000 for xMA Next Generation Managed Account Program depending on asset types.

Work history

Driftless Rise Financial, LLC

2025 - Present (1 year)

Cetera Wealth Services, LLC

2023 - Present (3 years)

Cetera Investment advisers LLC

2023 - Present (3 years)

North Star

2017 - Present (9 years)

Securian Financial Services Inc.

2017 - 2023 (6 years)

Minnesota Life

2017 - 2023 (6 years)

CRI Securities LLC

2017 - 2021 (4 years)

Legacy Advisor Network

2015 - 2017 (2 years)

Treinen Farm Corn Maze and Pumpkin Patch

2011 - 2017 (6 years)

Kayla Ann Coordinates

2010 - 2018 (8 years)

IRIS- State of Wisconsin (Evan Nikula)

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Craig H

Series 66

Monroe, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning

Noah B

Series 66

Monroe, WI

Edward Jones

Charitable giving & philanthropy Business ownership considerations Multi-generational wealth transfer Retirement income strategy Retirement withdrawal strategies Founder/Business Owner Intergenerational Families

Lydia S

Series 66

Monroe, WI

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance Retirement withdrawal strategies

Misty W

Series 63, Series 66

Monroe, WI

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning General retirement planning Wealth management

Todd B

Series 63, Series 66

New Glarus, WI

Fidelity

Todd Brewer is the Vice President and Branch Leader at Fidelity Investments. In his current role, he focuses on creating an environment where associates are empowered to deliver exceptional experiences and outcomes for clients. He is dedicated to helping both associates and clients feel confident about their financial futures while fostering collaboration and innovation within his teams. Todd's professional journey has been largely with Fidelity Investments, where he has held various positions since 1999. His experience includes roles such as Branch Service Manager, Regional Consultant, Financial Planning Consultant, and Financial Representative. Prior to joining Fidelity, he worked at American Express Financial Advisors as a Financial Advisor and Office Administrator. Outside of his professional responsibilities, Todd has personal interests that include baseball, cars, golf, motorcycles, music, and pets.

Wealth management Financial Professional
user avatar

Marc F

Series 66

Monroe, WI

Monroe Financial Inc.

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