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KF

Kayla Foltmer

Some features on this profile are disabled
CRD#: 5349151
KF

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kayla Foltmer, who also goes by Kayla Ann Cain, Kayla Cain, Kayla Ann Foltmer, Kayla Ann Long, Kayla Long Or Cain, was a registered financial professional .

Kayla is a previously registered financial professional and started their career in finance in 2007. Kayla had worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Kayla Ann Cain | Kayla Cain | Kayla Ann Foltmer | Kayla Ann Long | Kayla Long Or Cain

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Robertson Elementary PTA, not investment related, 2501 Woodlake Parkway, Little Elm, TX 75068, non profit, Treasurer, Start date 07/01/2024, 3 hours a month, 0 hours during securities trading hours, Make disbursements that have proper documentation per the adopted budget, make bank deposits timely, reconcile accounts, maintain and update financial records and the budget, file IRS 990, present financial reports at regular executive board and membership meetings. Chair the Budget and Finance Committee.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

September 7, 2021 - October 1, 2025

INTELLICENTS INVESTMENT SOLUTIONS INC

RIA
CRD#: 107498
Southlake, TX
Past

May 24, 2021 - August 11, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
DALLAS, TX
Past

April 30, 2021 - August 11, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
DALLAS, TX
Past

December 20, 2016 - October 30, 2020

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

RIA
CRD#: 106156
Dallas, TX
Past

May 29, 2015 - July 21, 2016

COMERICA SECURITIES

RIA
CRD#: 17079
DALLAS, TX
Past

April 29, 2015 - July 21, 2016

COMERICA SECURITIES

BD
CRD#: 17079
DALLAS, TX
Past

February 6, 2008 - April 16, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTLAKE, TX
Past

August 23, 2007 - April 16, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/5/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/29/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/22/2007
General Securities Representative Examination

Current Firm

II
INTELLICENTS INVESTMENT SOLUTIONS INC
ABG INVESTMENT SERVICES INC | INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498 / SEC#: 801-51382

RIA
Registered Investment Advisory firm - (2/29/1996 Approved)
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Contact information

Main Address
100 North Broadway, Albert Lea, MN 56007
Mailing Address
Phone number
(507) 377-2919
Established
Firm type
Fiscal year end
# of Employees
67

SEC notice filing (43 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTELLICENTS INVESTMENT SOLUTIONS INC ADV 2A OCTOBER 2025 (10/24/2025)
INTELLICENTS INVESTMENT SOLUTIONS INC WRAP BROCHURE MARCH 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,103
AUM (Assets Under Management)$ 7,362,137,726

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/21/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTELLICENTS INVESTMENT SOLUTIONS INC

CRD#: 107498

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