Kyle Edward Marburger
Investment adviser representative at Wealth Advisory Solutions, LLC
10 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
10 years in the industry.
- Wealth Advisory Solutions, LLCJun 2022 to now
- Sterling & Stein Financial ServicesFeb 2017 to Jul 2017
- Gradient Securities LLCNov 2016 to Jun 2022
- O'neill Asset Management, LLC.Oct 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6722531
- Firm CRD
- 288903