Kale Alvin paul Soukup
Investment adviser representative at Waterfront Wealth Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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
13 years in the industry.
- Waterfront Wealth Inc.Feb 2023 to now
- Fls TransportationJun 2021 to Dec 2022
- N/aAug 2018 to Jun 2021
- N/aAug 2013 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Waterfront Wealth Inc.
$1.1BAssets managed
792Clients
10Advisers
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
- 7804826
- Firm CRD
- 173220