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Kimberly Jo Custer

Wealth Advisory Solutions, LLC

Zionsville, IN

Canterbury Investment Management, LLC

Zionsville, IN

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Current Employers
Wealth Advisory Solutions, Llc

1630 W Oak St Suite 201, Zionsville, IN 46077 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2017-07-27
  • IN RA
    APPROVED
    Since 2017-07-27

Branch Locations

1630 W Oak St Suite 201, Zionsville, IN 46077 • United States

Canterbury Investment Management, Llc

23 E Cedar St, Zionsville, IN 46077 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2014-09-26
  • IN RA
    APPROVED
    Since 2014-09-26

Branch Locations

23 E Cedar St, Zionsville, IN 46077 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Canterbury Investment Management Zionsville IN 04/2003 Present
Wealth Advisory Solutions, Llc Zionsville IN 05/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-26
S63 Uniform Securities Agent State Law Examination 2001-04-23
  • S65 Uniform Investment Adviser Law Examination
    2014-09-26
  • S63 Uniform Securities Agent State Law Examination
    2001-04-23
Other Names
  • Kimberly Jo Dale

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC · Zionsville, IN
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J.P. MORGAN SECURITIES LLC · ZIONSVILLE, IN
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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT · Zionsville, IN

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