KW
Kerby A. Wallick
STREAMSONG ADVISORS
Grand Rapids, MI 49512
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CRD#: 1975751
KW
Professional summary
Kerby Alan Wallick is a registered financial advisor currently at STREAMSONG ADVISORS, LLC located in Grand Rapids, Michigan.
Kerby is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Kerby has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kerby Alan Wallick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 10, 2014 - Present
STREAMSONG ADVISORS, LLC
Office #1: 3200 Broadmoor Se, Grand Rapids, MI 49512RIA
CRD#: 168250
Grand Rapids, MI
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Georgia(6/29/2022)
IAR
Michigan(9/10/2014)
IAR
Texas(4/10/2025)
Exams
Current Firm
SA
STREAMSONG ADVISORS, LLC
STREAMSONG ADVISORS, LLC | TACTICAL ADVISOR 7, LLC
CRD#: 168250 / SEC#: 801-78274
RIA
Registered Investment Advisory firm - (6/28/2016 Terminated)Georgia
Registered Investment Advisory firm - (6/29/2022 Approved)Michigan
Registered Investment Advisory firm - (3/1/2016 Approved)Montana
Registered Investment Advisory firm - (4/29/2024 Approved)Ohio
Registered Investment Advisory firm - (2/2/2023 Terminated)Texas
Registered Investment Advisory firm - (10/31/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3200 Broadmoor Se, Grand Rapids, MI 49512
Mailing Address
Phone number
(616) 433-6006
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 444 |
| AUM (Assets Under Management) | $ 91,187,234 |
Red Flags
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Company Information
STREAMSONG ADVISORS, LLC
CRD#: 168250Grand Rapids, MI 49512TRUST BUT VERIFY
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