AdvisorOS Directory
Claim Profile
KC

Kimberly Jo Custer

WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, Indiana
Unclaimed Profile
1630 W OAK ST, ZIONSVILLE, IN 46077CRD# 3070629Firm CRD# 288903
01

About

Kimberly Jo Custer is a registered financial advisor based in ZIONSVILLE, Indiana, affiliated with WEALTH ADVISORY SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH ADVISORY SOLUTIONS, LLC
WEALTH ADVISORY SOLUTIONS, LLC
AUM
$535M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WEALTH ADVISORY SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3070629
Firm CRD# 288903
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ZIONSVILLE?

Browse all registered financial advisors in ZIONSVILLE, Indiana or claim this profile if it's yours.

Browse ZIONSVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ZIONSVILLE
Brian Joseph Brunner — CENTERPOINT WEALTH MANAGEMENT, LLCThomas Lee Hardin — CANTERBURY INVESTMENT MANAGEMENT, LLCBraden Michael Leonard — BML CAPITAL MANAGEMENT, LLCBryan Charles Haft — WEALTH ADVISORY SOLUTIONS, LLCTyler Ray Needler — WEALTH ADVISORY SOLUTIONS, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile