Kimberly Custer has been Managing Member/CCO of Wealth Advisory Solutions since June 2017, is a control person of the firm and directly owns between 25% and 50% of it.
Wealth Advisory Solutions, LLC is a Zionsville, IN firm with $599M under management, 684 clients and 8 advisers across 4 offices, as of its March 2026 filing.
Kimberly Custer’s longest registration is the current one, 12 years at Canterbury Investment Management, LLC since 2014.
- – present · 9 yearsZionsville, IN · Adviser representative · Firm CRD 288903
- Canterbury Investment Management, LLCAlso current– present · 12 yearsZionsville, IN · Adviser representative · Firm CRD 125680
Investment adviser representative registrations
Kimberly Custer is registered as an investment adviser representative in Indiana, since September 2014.
- IndianaSince 26 September 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 September 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 April 2001 |
| Series 7 | General Securities Representative Examination | 22 December 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kimberly Jo Custer
- CRD
- 3070629
- Firm
- Wealth Advisory Solutions · CRD 288903
- Role
- Managing Member/CCO
- Office
- 1630 W OAK ST, SUITE 201, Zionsville, IN 46077
- Registration
- Investment adviser registration
- In the industry since
- September 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Custer work?
Kimberly Custer has been Managing Member/CCO of Wealth Advisory Solutions, LLC since June 2017, and is a control person of the firm.
Is Kimberly Custer a financial advisor?
Yes. Kimberly Custer has a current investment-adviser registration in Indiana, through Wealth Advisory Solutions since July 2017.
How many years of experience does Kimberly Custer have?
Kimberly Custer has 12 years in the financial industry, since September 2014, across 2 adviser firms.
What exams has Kimberly Custer passed?
Kimberly Custer has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 2000.
Where is Kimberly Custer based?
Kimberly Custer’s registered office is in Zionsville, IN.
Is Kimberly Custer registered with FINRA?
No. Kimberly Custer has no current broker registration.
How can I verify Kimberly Custer’s record?
Search CRD 3070629 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kimberly Custer’s full registration record.
- Tyler NeedlerManaging Member
- Steven KyburzManaging Member