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Kayla Marie Pavela

Wealthspire Advisors

Madison, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-24
  • WI RA
    APPROVED
    Since 2022-10-24

Branch Locations

10 Terrace Court Suite 103, Madison, WI 53718 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bronfman Rothschild Madison WI 01/2019 06/2019
Bronfman Rothschild Madison WI 05/2018 01/2019
Independent Caregiver With A Family Madison WI 09/2017 01/2019
University Of Wisconsin, Madison Madison WI 12/2017 09/2018
University Of Wisconsin, Madison Madison WI 08/2017 02/2018
University Of Wisconsin, Madison Madison WI 04/2016 07/2017
University Of Wisconsin, Madison Madison WI 09/2014 12/2018
Nfp Retirement, Inc. Aliso Viejo CA 06/2019 10/2022
Wealthspire Advisors Madison WI 10/2022 Present
  • 01/2019 → 06/2019
    Bronfman Rothschild
    Madison, WI
  • 05/2018 → 01/2019
    Bronfman Rothschild
    Madison, WI
  • 09/2017 → 01/2019
    Independent Caregiver With A Family
    Madison, WI
  • 12/2017 → 09/2018
    University Of Wisconsin, Madison
    Madison, WI
  • 08/2017 → 02/2018
    University Of Wisconsin, Madison
    Madison, WI
  • 04/2016 → 07/2017
    University Of Wisconsin, Madison
    Madison, WI
  • 09/2014 → 12/2018
    University Of Wisconsin, Madison
    Madison, WI
  • 06/2019 → 10/2022
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2022 → Present
    Wealthspire Advisors
    Madison, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-26
  • S65 Uniform Investment Adviser Law Examination
    2019-06-26

View on SEC IAPD

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Other Investors

KRISTY LYNN REED
Gavin Wishart
SEAN STEPHEN WAYNE
TRAVIS RICHARD HEISER
MICHAEL DONALD GANT
Renee Elizabeth Lucas
ORSAN M KHARBUSH
Matthew Miller

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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