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Kimberly Jo Custer

WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, Indiana
Series 7, Series 63, Series 65Clean record11 years registeredWEALTH ADVISORY SOLUTIONS, LLC
1630 W OAK ST, ZIONSVILLE, IN 46077CRD# 3070629Firm CRD# 288903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Jo Custer · ZIONSVILLE, IN
Registration
CRD #3070629 · WEALTH ADVISORY SOLUTIONS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ADVISORY SOLUTIONS, LLC
Jul 2017 – present
CANTERBURY INVESTMENT MANAGEMENT, LLC
Sep 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 26, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH ADVISORY SOLUTIONS, LLC
CRD 288903 · SEC 801-110859
AUM
$535M
Regulatory assets under management
Employees
19
1,777 client accounts
Services offered by WEALTH ADVISORY SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEALTH ADVISORY SOLUTIONS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kimberly Jo Custer offer?
Kimberly Jo Custer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ZIONSVILLE, Indiana for a consultation.
What are Kimberly Jo Custer's credentials?
Kimberly Jo Custer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Jo Custer located?
Kimberly Jo Custer is based in ZIONSVILLE, Indiana, working with WEALTH ADVISORY SOLUTIONS, LLC. Their office serves clients in the ZIONSVILLE metropolitan area and surrounding communities.
How does Kimberly Jo Custer charge for services?
Kimberly Jo Custer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH ADVISORY SOLUTIONS, LLC?
WEALTH ADVISORY SOLUTIONS, LLC has approximately 19 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH ADVISORY SOLUTIONS, LLC

Tyler Ray Needler
ZIONSVILLE, IN

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Nearby cities in Indiana
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