Kyle Thomas Gleich
Investment adviser representative at W&s Advisory Services, LLC
16 yearsExperience
3 statesRegistered in
$5.3MFirm assets
1 yearFirm in business
Are you Kyle Thomas Gleich? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- W&s Advisory Services, LLCMay 2025 to now
- W&s Brokerage ServicesMar 2011 to now
- Western Southern LifeDec 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (NC, OH, PA).
W&s Advisory Services, LLC
$5.3MAssets managed
6,689Clients
10Advisers
1 yearIn 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
- 5807765
- Firm CRD
- 334683