Kyle Whipple (CRD# 5908301) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Plymouth, MI and has over 12 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management, LLC | Topeka, KS | Sep 2020 - Current | 3 |
| Custom Wealth Solutions | Plymouth, MI | Aug 2019 - Current | 4 |
| Kalos Capital | Alpharetta, GA | Nov 2012 - Aug 2020 | 7 |
| C. Curtis Financial Group | Plymouth, MI | Feb 2011 - Aug 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- MI
-
Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
-
Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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