AdvisorOS Directory
Claim Profile
KN

Kayla Renee Nieman

SUMMIT X·CHESTERFIELD, Missouri
Unclaimed Profile
16020 SWINGLEY RIDGE, CHESTERFIELD, MO 63017CRD# 4664206Firm CRD# 282502
01

About

Kayla Renee Nieman is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with SUMMIT X. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUMMIT X
SUMMIT WEALTH STRATEGIES
AUM
$791M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at SUMMIT X →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4664206
Firm CRD# 282502
6 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHESTERFIELD?

Browse all registered financial advisors in CHESTERFIELD, Missouri or claim this profile if it's yours.

Browse CHESTERFIELD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kayla Renee Nieman offer?
Kayla Renee Nieman specializes in Financial Planning, Investment Management. Contact their office in CHESTERFIELD, Missouri for a consultation.
What are Kayla Renee Nieman's credentials?
Kayla Renee Nieman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kayla Renee Nieman located?
Kayla Renee Nieman is based in CHESTERFIELD, Missouri, working with SUMMIT X. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.
How does Kayla Renee Nieman charge for services?
Kayla Renee Nieman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT X?
SUMMIT X has approximately 19 employees and manages $791M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHESTERFIELD
Lori Ann Porcelli-Plescia — MASON ROAD WEALTH ADVISORS, L.L.C.Justin David Nabity — LARSON CAPITAL MANAGEMENT, LLCMaryann Irene Vognild — GREENCOURSE FINANCIAL ADVISORS, LLCTimothy C Egart — BRAND ASSET MANAGEMENT GROUP, INC.James Anthony Koetting — PUBLIC FUND INVESTMENT STRATEGIES, LLC
Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile