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Kyle Wesley Noack

Kyle W. Noack

KELLER WEALTH ADVISORS
Victoria, TX 77901-8142
Some features on this profile are disabled
CRD#: 6003068
Kyle Wesley Noack

Professional summary

Kyle Wesley Noack, CFP® is a registered financial advisor currently at KELLER WEALTH ADVISORS located in Victoria, Texas.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Kyle has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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 Wesley Noack'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®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

July 3, 2012 - Present

KELLER WEALTH ADVISORS

Office #1: 101 South Main St. Suite 300, Victoria, TX 77901-8142
RIA
CRD#: 111610
Victoria, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KELLER WEALTH ADVISORS
KELLER & ASSOCIATES CPAS | KMH WEALTH MANAGEMENT, LLC | KELLER WEALTH ADVISORS | KELLER THOMAS LANE

CRD#: 111610 / SEC#: 801-55234

RIA
Registered Investment Advisory firm - (2/6/1998 Approved)

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
Texas
(7/3/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2012
Uniform Investment Adviser Law Examination

Current Firm

KW
KELLER WEALTH ADVISORS
KELLER & ASSOCIATES CPAS | KMH WEALTH MANAGEMENT, LLC | KELLER WEALTH ADVISORS | KELLER THOMAS LANE

CRD#: 111610 / SEC#: 801-55234

RIA
Registered Investment Advisory firm - (2/6/1998 Approved)
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Contact information

Main Address
101 South Main St. Suite 300, Victoria, TX 77901-8142
Mailing Address
P.o. Box 2549, Victoria, TX 77902-2549
Phone number
(361) 573-4383
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KMH WEALTH MANAGEMENT, LLC (3/11/2025)

Regulatory assets under management

Total Number of Accounts1,259
AUM (Assets Under Management)$ 824,730,230

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

KELLER WEALTH ADVISORS

CRD#: 111610Victoria, TX 77901-8142

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