Advice-based wealth management
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.
- Series 7 and 66 registered
- Life and Health licensed
Comprehensive financial planning
Education funding strategies
Income protection strategies
Tax-efficient investment strategies*
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.