AdvisorOS Directory
Claim Profile
Unclaimed Profile
SK

Steven Paul Kyburz

WEALTH ADVISORY SOLUTIONS, LLC·ZIONSVILLE, Indiana
Clean recordWEALTH ADVISORY SOLUTIONS, LLC
1630 W OAK ST, ZIONSVILLE, IN 46077CRD# 6819329Firm CRD# 288903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Paul Kyburz · ZIONSVILLE, IN
Registration
CRD #6819329 · WEALTH ADVISORY SOLUTIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Paul Kyburz 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

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

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# 6819329
Firm CRD# 288903
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
05

Frequently Asked Questions

What services does Steven Paul Kyburz offer?
Steven Paul Kyburz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ZIONSVILLE, Indiana for a consultation.
What are Steven Paul Kyburz's credentials?
Steven Paul Kyburz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Paul Kyburz located?
Steven Paul Kyburz 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 Steven Paul Kyburz charge for services?
Steven Paul Kyburz'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 at WEALTH ADVISORY SOLUTIONS, LLC

Bryan Charles Haft
ZIONSVILLE, IN
Kimberly Jo Custer
ZIONSVILLE, IN
Tyler Ray Needler
ZIONSVILLE, IN

More Advisors in ZIONSVILLE, Indiana

Braden Michael Leonard
BML CAPITAL MANAGEMENT, LLC·ZIONSVILLE, IN
Brian Joseph Brunner
CENTERPOINT WEALTH MANAGEMENT, LLC·ZIONSVILLE, IN
Thomas Lee Hardin
CANTERBURY INVESTMENT MANAGEMENT, LLC·ZIONSVILLE, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)KOKOMO (25)COLUMBUS (18)AUBURN (18)WINONA LAKE (17)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile