Kayla M. Welte
DISTRICT CAPITAL MANAGEMENT
ERIE, CO
Some features on this profile are disabled
CRD#: 7339640
Professional summary
Kayla Michelle Welte, CFP®, who also goes by Kayla Michelle Andrews, is a registered financial advisor currently at DISTRICT CAPITAL MANAGEMENT, LLC located in Erie, Colorado.
Kayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kayla has worked at 1 firm .
Biography
Kayla is passionate about helping professionals in their 30s and 40s make smarter financial decisions. She has a background in Financial Education and Counseling and she strives to help her clients succeed financially and live their best lives free from financial worries and stress.
She found her passion in helping people with their finances in 2009 when she volunteered helping Active Duty Service Members with their personal finances. Since then, she has worked as a financial educator for the government and in higher education before coming to District Capital to work as a Financial Planner.
Originally from a small mountain town in California, Kayla now lives in Colorado where she and her husband are raising their blended-family of 5 children. Her hobbies include paddle boarding, reading, and chauffeuring her kids to their various activities and sports.
Question & Answer
What are your service offerings?
We help professionals in their...
1. Create and stick to a bu...
2. Retire early;
3. Invest 401(k) and IRAs p...
4. Lower their tax bill;
5. Reduce credit card debt ...
6. Improve credit score;
7. Build an emergency fund;
8. Help fund their children...
9. Feel more confident abou...
We uphold fiduciary oaths to a...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Middle Income Client Needs
Novice Investors
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Kayla Michelle Andrews
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.
COLORADO STATE UNIVERSITY, YES, FORT COLLINS, CO 80523, EDUCATION, FINANCIAL EDUCATION SPECIALIST, EDUCATOR, 8/20/2020, 160 HOURS/ MONTH, 0 HOURS/MONTH DURING TRADING HOURS, FINANCIAL EDUCATION- LOAN BUDGETING, CREDIT MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Kayla Michelle Welte's 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®
Start date: 2020
Experience
Current
June 14, 2021 - Present
DISTRICT CAPITAL MANAGEMENT, LLC
RIA
CRD#: 167317
ERIE, CO
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
Colorado(6/14/2021)
IAR
District of Columbia(11/8/2022)
IAR
Maryland(6/29/2022)
IAR
Texas(2/14/2023)
IAR
Virginia(6/29/2022)
Exams
Current Firm
DISTRICT CAPITAL MANAGEMENT, LLC
DISTRICT CAPITAL MANAGEMENT, LLC
CRD#: 167317 / SEC#:
California
Registered Investment Advisory firm - (6/9/2014 Approved)Colorado
Registered Investment Advisory firm - (6/14/2021 Approved)District of Columbia
Registered Investment Advisory firm - (4/8/2014 Approved)Illinois
Registered Investment Advisory firm - (12/7/2021 Terminated)Maryland
Registered Investment Advisory firm - (6/10/2014 Approved)New York
Registered Investment Advisory firm - (8/5/2024 Terminated)North Carolina
Registered Investment Advisory firm - (3/8/2024 Approved)Texas
Registered Investment Advisory firm - (2/2/2023 Conditional Restricted)Virginia
Registered Investment Advisory firm - (9/23/2013 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Arlington, VA
Mailing Address
4301 50th Street Suite 300 #2030, Washington, DC 20016
Phone number
(571) 210-2121
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 22,129,530 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
