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Kimberly Jo Custer

WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, Indiana
Clean recordWEALTH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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

Bryan Charles Haft
ZIONSVILLE, IN
Steven Paul Kyburz
ZIONSVILLE, IN
Tyler Ray Needler
ZIONSVILLE, IN

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Nearby cities in Indiana
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City Guides
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Research
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