Kayla C. Phillips

PURPOSEFUL STRATEGIC PARTNERS

SACRAMENTO, CA

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CRD#: 7396184

Professional summary

Kayla C Phillips is a registered financial advisor currently at PURPOSEFUL STRATEGIC PARTNERS located in Sacramento, California.

Kayla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kayla has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla C Phillips'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®

None

Experience

Current

November 13, 2025 - Present

PURPOSEFUL STRATEGIC PARTNERS

RIA

CRD#: 292853

SACRAMENTO, CA

Past

January 31, 2022 - August 18, 2023

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

ROSEVILLE, CA

Past

September 20, 2021 - August 18, 2023

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

ROSEVILLE, CA

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

California
(11/13/2025)

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: 1/31/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/20/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/7/2021

Securities Industry Essentials Examination

Current Firm

PURPOSEFUL STRATEGIC PARTNERS

ESCALANTE TROESH, JOSHUA, DANIEL | PURPOSEFUL STRATEGIC PARTNERS

CRD#: 292853 / SEC#:

Arizona

Registered Investment Advisory firm - (5/31/2024 Approved)

California

Registered Investment Advisory firm - (3/8/2018 Approved)

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Contact information

Main Address

Alta Loma, CA

Mailing Address

Phone number

(213) 267-7840

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 9,920,300

Red Flags

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

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Kayla C. Phillips

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kayla C Phillips's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURPOSEFUL STRATEGIC PARTNERS

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2022

Series 7TO

Date: 9/20/2021

SIE

Date: 6/7/2021

Current Firm

PURPOSEFUL STRATEGIC PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PURPOSEFUL STRATEGIC PARTNERS

TRUST BUT VERIFY

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