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Kevin Kustelski

Reliance Wealth Management

San Antonio, TX

CRD 7694553

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Employer firm

Reliance Wealth Management CRD 332415

$134M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Reliance Wealth Management

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-25
  • TX RA
    APPROVED
    Since 2025-09-25

Branch Locations

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256 • 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
Mml Investors Services Llc Spring Branch TX 09/2022 09/2025
Foundry Little Silver NJ 08/2011 08/2022
Reliance Wealth Management San Antonio TX 09/2025 Present
Previous Registrations
Other Businesses

NAME: KEVIN KUSTELSKI INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 10/9/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: LIFE, LONG-TERM CARE, FIXED ANNUITIES, HEALTH

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2023-07-10

View on SEC IAPD

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