Kayla Nikula

Financial Advisor

Advice-based wealth management

Kayla Nikula

Financial Advisor

Advice-based wealth management

About

Kayla Nikula is a financial professional based in North Star’s Madison, Wis. office. As part of a multigenerational practice, Kayla works together with senior partner, Thomas Haunty, CFP®. Their team focuses on comprehensive financial planning with specific strategies to address complex financial circumstances, attending to both personal and business issues.

Together, the Haunty Team strives to help clients at every life stage—from recent graduates to retirees—invest more through cash flow planning and help protect their financial picture from unforeseen losses through personalized insurance selections.

A graduate of the University of Wisconsin – Madison, Kayla realized her passion for comprehensive financial planning during her time as a personal finance major. Taking a behavioral approach to the financial process, she is a strong proponent of the foundational basics that support a long-term wealth-building strategy.

Working with clients from all areas, Kayla strives to help younger millennial clients create multitasking strategies utilizing cash flow planning. Kayla also works with many retirees, helping them strategize wealth distribution through retirement and beyond. No matter your personal goals, she will make them work in concert with each other, maximizing opportunities for clients at every stage.

Growing up with a family with special needs, Kayla has seen firsthand the impact that a comprehensive financial strategy can make both on a family and its future generations. She chooses to structure her practice with a financial planning focus and provides an objective approach that considers a broad base of options and customized solutions for each client.

Once a Badger, Always a Badger:

Kayla and her husband Dan can often be found at Camp Randall or the Kohl Center supporting the Badger football, basketball and hockey teams. They reside on a small family farm near Mount Horeb, Wis. where they enjoy caring for the land and the variety of creatures that make their way there.

Kayla is also involved with the Foundation for Angelman Syndrome Therapeutics. Her other hobbies include visiting Wisconsin supper clubs, Old Fashioneds and traveling up north.

Qualifications:

  • Series 7 and 66 registered
  • Life and Health licensed

Services

  • Comprehensive financial planning
  • Education funding strategies
  • Income protection strategies
  • Investments
  • Mutual funds
  • Retirement strategies
  • Tax-efficient investment strategies*
  • Wealth accumulation

The Haunty Team

Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®
Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

Senior Partner and Team Leader

Stacey Washa
Stacey Washa

Practice Manager and Investment Coordinator

Joey McCormick
Joey McCormick

Investment Coordinator

Stacey Reuter
Stacey Reuter

Administrative Specialist

Abigail South
Abigail South

Administrative Assistant

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Stowe, LUTCF®
Max Stowe, LUTCF®

Financial Planning Specialist

Contact

    Madison

    The Haunty Team
    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

    Get directions

    Kayla is a registered representative and investment advisor representative of Securian Financial Services, Inc.

    3063163/DOFU 5-2020

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