Kayla Stowe has been an investment adviser representative at Lakeridge Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners. Kayla Stowe holds a Degree in finance from Miami University.
Lakeridge Wealth Management LLC is a Mentor, OH firm with $805M under management, 1,139 clients and 12 advisers across 8 offices, as of its June 2026 filing.
Kayla A. Stowe is Senior Financial Advisor of Lakeridge Wealth Management. She has been part of the NMS family and moved from the accounting practice into financial planning when NMS Wealth Management was founded. She works with clients to define and pursue their financial goals and serves as a guest lecturer at Kent State University.
Kayla Stowe’s longest registration was 5 years at Cetera Advisor Networks LLC (2017–2022). Before joining Lakeridge Wealth Management in 2022, Kayla Stowe was registered through Cetera Advisor Networks LLC and 1st Global Advisors Inc.
- – present · 5 yearsMentor, OH · Adviser representative · Firm CRD 314071
- Cetera Advisor Networks LLC– · 5 yearsChardon, OH · Adviser representative · Firm CRD 13572
- 1st Global Advisors Inc– · under a yearChardon, OH · Adviser representative · Firm CRD 111133
Professional designations
Listed by Lakeridge Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Kayla Stowe is registered as an investment adviser representative in Ohio, since January 2022.
- OhioSince 19 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 28 February 2012 |
| Series 7 | General Securities Representative Examination | 31 January 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kayla Ann Stowe
- CRD
- 5872772
- Firm
- Lakeridge Wealth Management · CRD 314071
- Office
- 7470 CENTER ST, Mentor, OH 44060
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- lakeridgewm.com
Where does Kayla Stowe work?
Kayla Stowe is an investment adviser representative registered through Lakeridge Wealth Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Kayla Stowe a financial advisor?
Yes. Kayla Stowe has a current investment-adviser registration in Ohio, through Lakeridge Wealth Management since January 2022.
How many years of experience does Kayla Stowe have?
Kayla Stowe has 14 years in the financial industry, since February 2012, across 3 adviser firms.
What exams has Kayla Stowe passed?
Kayla Stowe has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2012. FINRA credited Kayla Stowe with the SIE, which began in October 2018.
Where did Kayla Stowe work before Lakeridge Wealth Management?
Before Lakeridge Wealth Management, Kayla Stowe was registered through 1st Global Advisors Inc, February 2012 to January 2013.
Where is Kayla Stowe based?
Kayla Stowe’s registered office is in Mentor, OH.
Is Kayla Stowe registered with FINRA?
Yes. Kayla Stowe has a current broker registration, under CRD 5872772.
Source: FINRA BrokerCheck
Is Kayla Stowe a CFP?
Lakeridge Wealth Management lists Kayla Stowe with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kayla Stowe’s record?
Search CRD 5872772 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kayla Stowe’s full registration record.
- Gabrielle MagdziarzChief Compliance Officer
- Travis FlandermeyerManaging Member / Principal
Brian DistlerManaging