Kayla Brake

Administrative Professional

Through a partnership with our independent broker-dealer, Cambridge Investment Research, Inc., we have access to a team of virtual office assistants who allow us to spend more time with our clients by taking on more administrative tasks. Kayla joined the Cambridge Source Office Assistant program in June of 2023. Kayla specializes in assisting financial professionals with account management, reporting and planning, communication, and client management. She currently lives in Fairfield, Iowa, where she enjoys puzzles, kayaking, and spending time with family.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Mosaic Financial are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, FL, IL, LA, MI, NY, NC, OH, OK, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

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Mosaic Financial Advisers