Kaylynne E. Willis

A4 WEALTH ADVISORS

HUNTERSVILLE, NC 28078

CRD#: 7098757

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Professional summary

Kaylynne Elise Willis, who also goes by Kaylynne Elise Rapasardi-foster, Kaylynne Rapasardi-foster, Kay Willis, is a registered financial advisor currently at A4 WEALTH ADVISORS LLC located in Huntersville, North Carolina.

Kaylynne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kaylynne has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kaylynne Elise Rapasardi-Foster | Kaylynne Rapasardi-Foster | Kay Willis

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylynne Elise Willis'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®

None

Experience

Current

May 27, 2026 - Present

A4 WEALTH ADVISORS LLC

Office #1: 16140 Northcross Drive, Huntersville, NC 28078

RIA

CRD#: 152397

HUNTERSVILLE, NC

Past

October 3, 2023 - May 26, 2026

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

MAIDEN, NC

Past

October 3, 2023 - May 26, 2026

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

MAIDEN, NC

Past

October 20, 2020 - November 16, 2023

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

MORGANTON, NC

Past

September 10, 2020 - November 16, 2023

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

MORGANTON, NC

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".

A4 WEALTH ADVISORS LLC

A4 WEALTH ADVISORS LLC | A4 WEALTH MANAGEMENT INC.

CRD#: 152397 / SEC#: 801-125825

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

North Carolina

Registered Investment Advisory firm - (7/19/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (7/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(5/27/2026)

IAR

Texas
(5/27/2026)

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: 10/20/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/10/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/25/2020

Securities Industry Essentials Examination

Current Firm

A4 WEALTH ADVISORS LLC

A4 WEALTH ADVISORS LLC | A4 WEALTH MANAGEMENT INC.

CRD#: 152397 / SEC#: 801-125825

RIA

Registered Investment Advisory firm - (6/6/2022 Approved)

North Carolina

Registered Investment Advisory firm - (7/19/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (7/14/2022 Terminated)

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Contact information

Main Address

16140 Northcross Drive, Huntersville, NC 28078

Mailing Address

Phone number

(704) 509-1141

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 SEC (2/19/2026)

Regulatory assets under management

Total Number of Accounts	1,366
AUM (Assets Under Management)	$ 213,703,027

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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Firm Stability Insights

Kaylynne E. Willis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kaylynne Elise Willis's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

A4 WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/20/2020

Series 7TO

Date: 9/10/2020

SIE

Date: 6/25/2020

Current Firm

A4 WEALTH ADVISORS LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A4 WEALTH ADVISORS LLC

TRUST BUT VERIFY

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