Kayla Streeter, CFP®
Financial Advisor
Providing advisory services in all 50 states
Since 2019, Kayla Streeter has brought a fresh and insightful perspective to the financial advice industry. As a Certified Financial Planner (CFP), she is dedicated to a comprehensive approach to financial planning.
Kayla empowers her clients to make informed decisions about their financial futures, helping ensure they feel comfortable and confident as key decision-makers in their financial goals. As the only female advisor at Wallstreet Group, she understands the unique financial needs of women, often addressing the distinct challenges they may face in the industry.
Kayla graduated from the University of Missouri with a Bachelor of Science in Personal Financial Planning in 2020 and earned her CFP designation in 2021. Her professional certifications include the Series 7 and Series 66 registrations, and she holds a Health and Life Insurance license.
Kayla is passionate about financial education and actively engages in initiatives that support her clients and the community.
Wallstreet Group Advisors
1530 Rax Court
Jefferson City, Missouri 65109
*Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.
**Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Wallstreet Advisors and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).