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Kim Custer

Co-Founder, Partner & Director of Operations

Wealth Advisory Solutions LLC

United States, Indiana, Wabash

About Me

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

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Profile Information

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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