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
| Title | Managing Member/Cco |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |
Canterbury Investment Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2003 |