KN
KN

Kayla Renee Nieman

22 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningCharitable GivingTax PlanningInvestment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
2,692 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

16020 Swingley Ridge, Suite 110, Chesterfield, MO, 63017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kayla is the treasurer for Girl Scouts of Eastern Missouri, Troop 98, dedicating minimal time. She is also an insurance agent with Ash Brokerage selling life insurance, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Arax Advisory Partners
August 2025 - Present · 6 mos
Summit Wealth Strategies
February 2016 - Present · 10 yrs
Previous Registrations
AXA Advisors, LLC
February 2004 - February 2016 · 12 yrs
AXA Advisors, LLCBroker
August 2003 - February 2016 · 12 yrs 6 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.