Kyle Whitney Marks

Employer firm

Advisory Solutions Group CRD 339919

$408M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• TURNKEY ASSET MANAGEMENT FOR RIA FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 11/2024
  Secu Brokerage Services
  Raleigh, NC
• 01/2008 → 11/2024
  State Employees' Credit Union
  Raleigh, NC
• 07/2011 → 11/2024
  Credit Union Investment Services
  Raleigh, NC
• 09/2012 → 11/2024
  Members Trust Company
  Tampa, FL
• 10/2014 → 11/2024
  Secu Life Insurance Company
  Raleigh, NC
• 12/2024 → 06/2025
  Lpl Financial Llc
  Plymouth, MN
• 12/2024 → Present
  Wealth Enhancement Group
  Raleigh, NC
• 12/2024 → Present
  Wealth Enhancement Advisory Services
  Raleigh, NC
• 12/2024 → Present
  Wealth Enhancement Brokerage Services
  Raleigh, NC
• 03/2026 → Present
  Advisory Solutions Group
  Raleigh, NC

Previous Registrations

• 2011-11-08 → 2024-11-18
  Credit Union Investment Services
  Chapel Hill, NC
  Raleigh, NC
  Lillington, NC
  Raleigh, NC
  Raleigh, NC

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - RALEIGH, NC - REGISTERED ADMIN ADVISORY SOLUTIONS GROUP - RALEIGH, NC - REGISTERED ADMIN

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-07
• S63 Uniform Securities Agent State Law Examination
  2011-06-03