Kimberly Jo Custer
Investment adviser representative at Wealth Advisory Solutions, LLC
23 yearsExperience
1 stateRegistered in
$599.1MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Wealth Advisory Solutions, LLCMay 2017 to now
- Canterbury Investment ManagementApr 2003 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wealth Advisory Solutions, LLC
$599.1MAssets managed
684Clients
9Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3070629
- Firm CRD
- 288903