Kim is a co-founder and partner of Wealth Advisory Solutions with over 17 years of experience specifically in the RIA industry and 20 years of experience overall in the wealth management industry. Kim oversees the operational side of the firm including billing, invoicing, custodial and vendor relationships and ensuring advisors have the tools they need to run their business. Kim earned a Bachelor’s Degree in Financial Counseling and Planning from Purdue University in West Lafayette, IN. After graduation, she began her career in the financial services industry with a New York stock exchange firm. Kim later joined Smith Barney’s Portfolio Management Group (PMG). During that time, she and PM
Kim Custer
Co-Founder, Partner & Director of Operations
Wealth Advisory Solutions LLC
United States, Indiana, Wabash
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Co-Founder, Partner & Director of Operations
Wealth Advisory Solutions LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Wabash
Indiana
United States
Jul 31, 2024
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