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WEALTH ADVISORY SOLUTIONS, LLC
WEALTH ADVISORY SOLUTIONS, LLC
ZIONSVILLE, Indiana
·
4 registered advisors
·
CRD# 288903
SEC# 801-110859
3
317-559-0688
01
Firm Overview
AUM
$535M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTH ADVISORY SOLUTIONS, LLC
4 registered advisors
Bryan Charles Haft
ZIONSVILLE, Indiana
CRD# 2313491
Kimberly Jo Custer
ZIONSVILLE, Indiana
CRD# 3070629
Steven Paul Kyburz
ZIONSVILLE, Indiana
CRD# 6819329
Tyler Ray Needler
ZIONSVILLE, Indiana
CRD# 5660871
05
Office Locations
ZIONSVILLE, Indiana
4 advisors
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Data sourced from SEC Form ADV filings. WEALTH ADVISORY SOLUTIONS, LLC (CRD# 288903) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.