Eric Ilmari Kala

Current Employers

Employment History

• 10/2008 → 07/2020
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2009 → 07/2020
  Northwestern Mutual Investment Services, Llc
  San Antonio, TX
• 07/2014 → 07/2020
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 07/2020 → 10/2022
  Newedge Advisors, Llc
  San Antonio, TX
• 11/2022 → Present
  Avid Wealth Partners, Llc
  San Antonio, TX

Previous Registrations

• 2020-07-16 → 2022-11-01
  Newedge Advisors
  New Orleans, LA
  San Antonio, TX
• 2012-03-05 → 2016-09-14
  Northwestern Mutual Investment Services, Llc
  San Antonio, TX

Other Businesses

1. Avid Risk Management LLC, Investment Related, San Antonio, Texas, Insurance Brokerage, Owner, Start Date: 07/16/2020, Hours Per Month: 8, Hours During Securities Trading Hours Per Month: 4, Insurance policy design and contract review 2. Avid Consulting LLC, Not Investment Related, San Antonio, Texas, Business Consulting/Planning, Owner, Start Date: 7/16/2020, Hours Per Month: 8, During Securities Trading Per Month: 6, Business Exit Planning and Cost Segregation Analysis review. (Previously named Avid Transitions LLC) 3. Avid Capital, LLC, Investment Related, San Antonio, Texas, Holding Company for: Avid Wealth Partners, Avid Risk Management, and Avid Consulting, CEO - Owner, Start Date: 7/16/2020, Hours Per Month: 4, During Securities Trading Per Month: 0, financial oversight and management. 4. Cinco Equis Capital Group, LLC, Investment Related, San Antonio, Texas, manager-led holding company for private investments in real estate developments and other private company offerings, Managing Member, Start Date: 3/8/2024, Hours Per Month: 4, During Securities Trading Per Month: 0, management. 5. Avid 4 Life, LLC - non-investment related; Managing Member. 03/26/2025. 0 Hours/Month, 0 Hours/Month during securities trading hours. Serving as a Manager Member to Buy/Sell Agreement. 6. Avid Cap Holdings, LLC- non-investment related; Owner/Landlord. 01/01/2026. 1 Hour/Month, 0 Hours/Month during securities trading hours. Management for long-term commercial rental property. 7. Grace and Faith, LLC; Investment Related, San Antonio, Texas, investment holding company for private investments in real estate developments and other private company offerings, Managing Member, Start Date: 11/1/2022, Hours Per Month: 4, During Securities Trading Per Month: 0, management.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-27
• S63 Uniform Securities Agent State Law Examination
  2009-08-10

Designations