Eric I. Kala

AVID WEALTH PARTNERS

San Antonio, TX 78257

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CRD#: 5611781

Professional summary

Eric Ilmari Kala, CFP®, ChFC®, CIMA®, CLU®, CPWA® is a registered financial advisor currently at AVID WEALTH PARTNERS, LLC located in San Antonio, Texas.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Eric has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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 Transitions, 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Ilmari Kala's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

ChFC^®

Chartered Financial Consultant

CIMA^®

Certified Investment Management Analyst

CLU^®

Chartered Life Underwriter

CPWA^®

Certified Private Wealth Advisor

Start date: 2018-03-28

Expire date: 2024-11-30

Experience

Current

November 1, 2022 - Present

AVID WEALTH PARTNERS, LLC

Office #1: 17806 W Interstate 10 Ste. 106, San Antonio, TX 78257

RIA

CRD#: 323124

San Antonio, TX

Past

July 16, 2020 - November 1, 2022

NEWEDGE ADVISORS

RIA

CRD#: 171351

San Antonio, TX

Past

March 5, 2012 - September 14, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

SAN ANTONIO, TX

Past

August 4, 2009 - July 20, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

SAN ANTONIO, 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".

AVID WEALTH PARTNERS, LLC

CRD#: 323124 / SEC#: 801-126678

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/1/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/10/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/3/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AVID WEALTH PARTNERS, LLC

CRD#: 323124 / SEC#: 801-126678

RIA

Registered Investment Advisory firm - (10/3/2022 Approved)

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Contact information

Main Address

17806 W Interstate 10 Ste. 106, San Antonio, TX 78257

Mailing Address

Phone number

(210) 864-3333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR AVID WEALTH PARTNERS, LLC (1/3/2025)

Regulatory assets under management

Total Number of Accounts	678
AUM (Assets Under Management)	$ 206,069,786

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.

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Advisor Monitoring

Firm Stability Insights

Eric I. Kala

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Ilmari Kala's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

AVID WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2012

Series 63

Date: 8/10/2009

SIE

Date: 10/1/2018

Series 7

Date: 5/25/2010

Series 6

Date: 8/3/2009

Current Firm

AVID WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVID WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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