Kyle Wesley Noack

Employer firm

Keller Wealth Advisors CRD 111610

$923M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 07/2011 → 02/2022
  Keller & Associates Cpas, Pllc
  Victoria, TX
• 07/2011 → 02/2022
  Kmh Wealth Management, Llc
  Victoria, TX
• 09/2017 → 03/2022
  Texas A&M University - Financial Planning Department
  Remote, TX
• 03/2022 → Present
  Kmh Wealth Management, Llc
  Victoria, TX
• 03/2022 → Present
  Keller & Associates Cpas, Pllc
  Victoria, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-02

Designations

• Certified Financial Planner