Kayla Foltmer CPFA®

WIPN DFW Co-Chair at WE Inspire. Promote. Network. (WIPN)
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

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Bio

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Credentials

  • CPFA
    NAPA
    Apr, 2022
    - Oct, 2024
  • Series 7
    FINRA
    Jan, 2008
    - Oct, 2024
  • Series 63, and 66
    Truist

Experience

  • WE Inspire. Promote. Network. (WIPN)
    • United States
    • Financial Services
    • 1 - 100 Employee
    • WIPN DFW Co-Chair
      • May 2023 - Present
  • intellicents
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager - Retirement Plans
      • Sep 2021 - Present
  • 22 One Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director of Employer & Participant Services
      • Jan 2021 - Jul 2021
  • Truist
    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President New Business Development Officer
      • Aug 2016 - Dec 2020
  • Comerica Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Sales Associate - 401K
      • Apr 2015 - Jul 2016
  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Regional Sales Consultant II Workplace Investing
      • Jan 2012 - Mar 2015

    • Managing Director
      • Aug 2009 - Feb 2012

    • Investments Representative
      • May 2007 - Aug 2009

  • Oak Street Mortgage
    • Financial Services
    • 1 - 100 Employee
    • Loan Officer
      • Aug 2006 - Feb 2007
  • OSU Center for Health Sciences
    • United States
    • Medical Practices
    • Health Policy Coordinator
      • Jul 2005 - Jul 2006

Education

  • Texas Tech University
    Bachelor of Science, Political Science

Community

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