Wells Fargo Advisors
47yrs
Top advisor by experience in Boulder
4yrs
Kayla Lane
Financial advisor at Merrill
Kayla Lane has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Boulder, Colorado. Kayla joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 451 advisors with offices in Boulder, and one of 402 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office921 Walnut St, Boulder, CO 80302
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2025 – nowMerrillCurrent firm
Contact Kayla
(800) 637-7455Firm headquarters in New York, NY. Ask for Kayla. 921 Walnut StBoulder, CO 80302Office · Get directions
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Questions to ask Kayla
Tailored to Kayla’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kayla
How do I contact Kayla?
Call Merrill at (800) 637-7455 and ask for Kayla Lane. Kayla works from the Boulder, CO office.
How long has Kayla been a financial advisor?
Kayla has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Kayla hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kayla a fiduciary?
Kayla is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kayla paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Kayla for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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