Kyle Dean Whipple

Current Employers

Custom Wealth Management

41081 Ann Arbor Rd E, Plymouth, MI 48170 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2026-05-06

MI RA
APPROVED

Since 2026-05-06

Branch Locations

41081 Ann Arbor Rd E, Plymouth, MI 48170 • 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

Organization	City	State	From	To
C. Curtis Financial Group	Plymouth	MI	02/2011	08/2020
Kalos Capital	Alpharetta	GA	11/2012	08/2020
Custom Wealth Solutions	Plymouth	MI	08/2019	Present
Ae Wealth Management, Llc	Topeka	KS	09/2020	Present

02/2011 → 08/2020

C. Curtis Financial Group

Plymouth, MI
11/2012 → 08/2020

Kalos Capital

Alpharetta, GA
08/2019 → Present

Custom Wealth Solutions

Plymouth, MI
09/2020 → Present

Ae Wealth Management, Llc

Topeka, KS

Previous Registrations

2020-09-01 → 2026-05-12

Ae Wealth Management, Llc

Plymouth, MI
2012-11-13 → 2020-09-03

Kalos Management

Plymouth, MI

Ponte Vedra Beach, FL
2011-07-29 → 2012-11-16

Investacorp Advisory Services Inc

Plymouth, MI

Other Businesses

1.) CUSTOM WEALTH SOLUTIONS; YES INVESTMENT RELATED; 41081 ANN ARBOR RD E PLYMOUTH, MI 48170; INSURANCE SALES; PARTNER/FINANCIAL ADVISOR; START DATE 06/2019 ; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-07-01

S66 Uniform Combined State Law Examination

2011-07-01

View on SEC IAPD