Kyle Whipple has been an investment adviser representative at Custom Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Custom Wealth Management, LLC is a Plymouth, MI firm with $201M under management, 504 clients and 3 advisers in one office, as of its August 2026 filing.
Kyle Whipple is Financial Advisor of Custom Wealth Management. He guides clients in building strategies for financial success and has been with the firm for a decade.
Kyle Whipple’s longest registration was 7 years at Kalos Management (2012–2020). Before joining Custom Wealth Management in 2026, Kyle Whipple was registered through Ae Wealth Management, LLC and Kalos Management.
- Custom Wealth ManagementCurrent– present · under a yearPlymouth, MI · Adviser representative · Firm CRD 340956
- Ae Wealth Management, LLC– · 5 yearsPlymouth, MI · Adviser representative · Firm CRD 282580
- Kalos Management– · 7 yearsPlymouth, MI · Adviser representative · Firm CRD 133025
- Investacorp Advisory Services Inc– · 1 yearPlymouth, MI · Adviser representative · Firm CRD 109011
Professional designations
Listed by Custom Wealth Management
- CRPC®
Investment adviser representative registrations
Kyle Whipple is registered as an investment adviser representative in Michigan, since May 2026.
- MichiganSince 6 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 1 July 2011 |
| Series 7 | General Securities Representative Examination | 2 June 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle Dean Whipple
- CRD
- 5908301
- Firm
- Custom Wealth Management · CRD 340956
- Office
- 41081 ANN ARBOR RD E, Plymouth, MI 48170
- Registration
- Investment adviser registration
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- custom-wm.com
Where does Kyle Whipple work?
Kyle Whipple is an investment adviser representative registered through Custom Wealth Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Kyle Whipple a financial advisor?
Yes. Kyle Whipple has a current investment-adviser registration in Michigan, through Custom Wealth Management since May 2026.
How many years of experience does Kyle Whipple have?
Kyle Whipple has 15 years in the financial industry, since June 2011, across 4 adviser firms.
What exams has Kyle Whipple passed?
Kyle Whipple has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2011. FINRA credited Kyle Whipple with the SIE, which began in October 2018.
Where did Kyle Whipple work before Custom Wealth Management?
Before Custom Wealth Management, Kyle Whipple was registered through Kalos Management, November 2012 to September 2020; Investacorp Advisory Services Inc, July 2011 to November 2012.
Where is Kyle Whipple based?
Kyle Whipple’s registered office is in Plymouth, MI.
Is Kyle Whipple registered with FINRA?
No. Kyle Whipple has no current broker registration.
How can I verify Kyle Whipple’s record?
Search CRD 5908301 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kyle Whipple’s full registration record.
