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Kimberly Jo Custer

Managing Member/CcoWealth Advisory Solutions, LLCCRD 3070629

About Kimberly Jo Custer

Kimberly Jo Custer is listed as Managing Member/Cco at Wealth Advisory Solutions, LLC in Zionsville, IN. Form ADV reports a beneficial ownership band of 25-50%. Kimberly Jo Custer is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Wealth Advisory Solutions, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kimberly Jo Custer work?

Kimberly Jo Custer is listed as Managing Member/Cco at Wealth Advisory Solutions, LLC on SEC Form ADV.

How much of Wealth Advisory Solutions, LLC does Kimberly Jo Custer own?

Form ADV reports a beneficial ownership band of 25-50%.

Wealth Advisory Solutions, LLC

TitleManaging Member/Cco
Ownership25-50%
Control personYes
Since2017

Canterbury Investment Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2003