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KW

Kyle D. Whipple

CUSTOM WEALTH MANAGEMENT
PLYMOUTH, MI 48170
Some features on this profile are disabled
CRD#: 5908301
KW

Professional summary

Kyle Dean Whipple is a registered financial advisor currently at CUSTOM WEALTH MANAGEMENT located in Plymouth, Michigan.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kyle has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Dean Whipple's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 6, 2026 - Present

CUSTOM WEALTH MANAGEMENT

Office #1: 41081 Ann Arbor Rd E, Plymouth, MI 48170
RIA
CRD#: 340956
PLYMOUTH, MI
Past

September 1, 2020 - May 12, 2026

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Plymouth, MI
Past

November 13, 2012 - September 3, 2020

KALOS MANAGEMENT

RIA
CRD#: 133025
PLYMOUTH, MI
Past

November 9, 2012 - September 1, 2020

KALOS CAPITAL, INC.

BD
CRD#: 44337
PLYMOUTH, MI
Past

July 29, 2011 - November 16, 2012

INVESTACORP ADVISORY SERVICES INC

RIA
CRD#: 109011
PLYMOUTH, MI
Past

June 3, 2011 - November 12, 2012

INVESTACORP, INC.

BD
CRD#: 7684
PLYMOUTH, 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
Michigan
(5/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/2/2011
General Securities Representative Examination

Current Firm

CW
CUSTOM WEALTH MANAGEMENT
CUSTOM WEALTH MANAGEMENT | CUSTOM WEALTH MANAGEMENT, LLC

CRD#: 340956 / SEC#: 801-136173

RIA
Registered Investment Advisory firm - (5/1/2026 120-Day Approval)
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Contact information

Main Address
41081 Ann Arbor Rd E, Plymouth, MI 48170
Mailing Address
Phone number
(734) 844-3400
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/1/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CUSTOM WEALTH MANAGEMENT

CRD#: 340956Plymouth, MI 48170

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