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Kayla Jane Manore

Advisor at Ameriprise — Summerville, SC

Updated today

Credentials

Series 66

Experience

2 years

Location

Summerville, SC

Ameriprise logo

Ameriprise

Institution

Total advisors

12,719

Across 4,079 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Kayla Manore is a financial advisor with Ameriprise in Summerville, SC, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at H&H Homes, Lake Norman Realty Property Management, Park Avenue Properties, Retirement Direct, and Pro Beauty Supply. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, providing written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Summerville, SC

Summerville SC

Advisors at this office

2

Most active in

Alaska · North Carolina · South Carolina · Washington

Work history

2 years of industry experience

Ameriprise

2021 - Present • 5 years

Anchorage, AK

H&H Homes

2020 - 2021 • 1 year

Fayetteville, NC

Lake Norman Realty Property Management

2019 - 2020 • 1 year

Mooresville, NC

Park Avenue Properties

2018 - 2019 • 1 year

Cornelius, NC

Retirement Direct

2016 - 2018 • 2 years

Cornelius, NC

Pro Beauty Supply

2015 - 2016 • 1 year

Simi Valley, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Matthew M

Series 65

Daniel Island, SC

Reconstructing Wealth

Matthew Morizio is a financial advisor at Reconstructing Wealth with eight years of industry experience. He holds a Series 65 designation and previously worked at Beck Bode LLC and Kforce Inc. before founding Reconstructing Wealth in 2024. Reconstructing Wealth provides discretionary investment management and comprehensive financial planning to individual and high-net-worth clients, often constructing portfolios with individual equities and retaining legacy positions when appropriate. The firm employs both fundamental and technical analysis, pursuing a long-term strategy while allowing shorter-term trades for rebalancing, tax management, or cash needs.

Concentrated stock management
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Justin L

CFA®, Series 63

North Charleston, SC

Luther Wealth Management

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

Passive / index investing General retirement planning
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John B

Series 65

North Charleston, SC

MKB Consulting LLC

John Beauston is the sole advisor at MKB Consulting LLC in North Charleston, SC, holding a Series 65 credential with 22 years of industry experience. He has served as the full-time managing partner of Moore Beauston & Woodham LLP, a certified public accounting firm, since 1992. MKB Consulting provides referral-based investment management services by recommending unaffiliated third-party money managers to individuals, high-net-worth clients, trusts, and businesses. The firm focuses on manager selection and oversight without directly managing or custoding client assets.

Active portfolio management
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Tyson H

CFA®, Series 63

Charleston, SC

Income Growth Advisors, LLC

Tyson Halsey is a CFA® charterholder with 21 years of industry experience. He has been the sole advisor at Income Growth Advisors, LLC since 2011. The firm is an independent registered investment adviser based in Charleston, SC. Income Growth Advisors provides discretionary portfolio management, financial planning, and subadvisory services to individuals, trusts, retirement plans, and other advisers. The firm focuses on customized portfolios using a combination of macroeconomic, fundamental, technical, and quantitative analysis, with particular emphasis on income-oriented Master Limited Partnership strategies and bespoke alternative programs.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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Matthew S

Series 65

Summerville, SC

DeltaX Capital LLC

Matthew Schaller is a financial advisor at DeltaX Capital LLC, holding a Series 65 designation with one year of industry experience. He has prior work experience with Time Arcade LLC, Armament LLC, GoodUnited, and Redemption Cycles LLC, spanning various roles since 2019. Outside of his advisory work, he is involved with multiple business ventures including Armament LLC and Redemption Cycles LLC. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm offers an actively managed, concentrated equity strategy focused on long-term capital growth, utilizing fundamental, proprietary quantitative, technical, and macroeconomic analysis, and may include digital-asset exposure when appropriate.

Active portfolio management Concentrated stock management Private / alternative investments
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Patrick S

Series 63, Series 65

Daniel Island, SC

Sherman Financial & Wealth Management

Patrick Sherman is the sole advisor at Sherman Financial & Wealth Management in Daniel Island, SC, holding Series 63 and Series 65 designations with 17 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Atlantic Coast Advisory Group. Sherman Financial & Wealth Management offers tailored investment management and comprehensive financial planning to individuals, families, high-net-worth clients, and select charitable organizations. The firm combines passive, low-cost allocations with active dividend-focused equity selections and employs various analytic methods in portfolio management, providing discretionary oversight alongside flexible planning services delivered through fixed-fee projects or ongoing retainers.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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