Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
< 1 year
Location
Flint, TX 75762
Edward Jones
Institution
Kayla Welvaert is a financial advisor with Edward Jones in Flint, TX. She holds the Series 66 designation and has five years of experience, including prior work at Impressive Image Works. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Flint, TX
10760 Fm 2813 Suite 200
Flint TX 75762
Advisors at this office
3
Texas
< 1 year of industry experience
Edward Jones
2021 - Present • 5 years
St. Louis, MO
Impressive Image Works
2017 - 2021 • 4 years
Tyler, TX
n/a
2017 - 2017 • 1 year
Lindale, TX
n/a
2001 - 2017 • 16 years
Lindale, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 65, CRPC®
Tyler, TX
Simplicity wealth
Max Stewart is a Series 65-licensed advisor at Simplicity Wealth in Tyler, Texas, with one year of industry experience. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, and institutional investors, offering advisory services and a TAMP platform with a fund-of-funds investment approach that incorporates ETFs, mutual funds, and individual securities.
Series 63, Series 65
Flint, TX
BOYTER Financial Services
Micheal Boyter is the sole advisor at BOYTER Financial Services in Flint, Texas, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has operated BOYTER Financial Services since 1995. He is also co-owner of an insurance agency and financial services company. BOYTER Financial Services provides investment advisory and financial planning services to individual investors, couples, custodians, IRA owners, trustees, and small business owners. The firm focuses on capital preservation through model portfolios and manager-driven pooled vehicles, using third-party research to guide asset allocation and portfolio supervision.
CFP®
Tyler, TX
Legacy Group
Michael Evans is a CFP® professional with 13 years of industry experience, practicing at Legacy Group in Tyler, TX. He has been with Legacy Group since 1987. Evans is also a licensed insurance agent. Legacy Group is an independent firm that provides fee-based financial planning and investor coaching, primarily serving individual clients. The firm refers accounts to an unaffiliated registered investment adviser for portfolio management, using a non-discretionary approach and implementing portfolios through the Matson Fund Platform and Free Market Funds.
CFP®, ChFC®, CRPC®
Tyler, TX
Gibson Wealth Advisors, LLC
Planning, not predictions, and products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, healthcare/Medicare, Social Security, and estate planning needs under one roof. After 25 years at Ameriprise, I launched my own independent RIA to provide comprehensive financial planning and wealth management services focusing on advice, not sales or products. We help our clients coordinate, simplify, and manage their investment, tax, insurance, and estate planning needs under one roof. Our typical client is someone who believes that true wealth is having control over their time so they can spend it with the people and activities they love. They prefer to delegate most of their financial matters to a team of trusted professionals who will care for their loved ones after they are gone.
Series 63, Series 65
Tyler, TX
Gibson Wealth Advisors, LLC
Victor Williams is a financial advisor at Gibson Wealth Advisors, LLC with 26 years of industry experience. He held positions at American Express Financial Advisors Inc. / Ameriprise Financial for 14 years before joining Gibson Wealth Advisors in 2016. He holds Series 63 and Series 65 licenses and is also an insurance agent in Tyler, TX. Gibson Wealth Advisors serves individual and high-net-worth clients, focusing on those at or nearing retirement. The firm offers comprehensive financial planning, discretionary investment management, and additional services such as Medicare consulting and coordinated tax-preparation assistance, with an investment approach based on Modern Portfolio Theory and evidence-based strategies.
CFP®, Series 63, Series 66
Brownsboro, TX
Intentional Living FP
Michael Grimm is a CFP® professional with seven years of industry experience. He is currently with Intentional Living FP, where he has worked since 2024. His prior experience includes roles at Charles Schwab & Co., Empower Retirement, GWFS Equities, Adventist Health System/Texas, and Fidelity Investments. Intentional Living FP serves individuals, high-net-worth families, and businesses by providing discretionary investment management alongside comprehensive financial planning. The firm emphasizes a primarily passive, asset-allocation approach while incorporating various analytical methods and offers educational seminars and speaking engagements separate from product sales.
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