Kyle E. Marburger

WEALTH ADVISORY SOLUTIONS

Zionsville, IN 46077

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CRD#: 6722531

Professional summary

Kyle Edward Marburger is a registered financial advisor currently at WEALTH ADVISORY SOLUTIONS, LLC located in Zionsville, Indiana.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Kyle has worked at 2 firms and has passed the Series 65 exam.

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 Edward Marburger'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

June 27, 2022 - Present

WEALTH ADVISORY SOLUTIONS, LLC

Office #1: 1630 W Oak St Suite 201, Zionsville, IN 46077

RIA

CRD#: 288903

Zionsville, IN

Past

November 15, 2016 - June 29, 2022

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

Grand Rapids, MI

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".

WEALTH ADVISORY SOLUTIONS, LLC

CRD#: 288903 / SEC#: 801-110859

RIA

Registered Investment Advisory firm - (7/21/2017 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

Indiana
(6/27/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/2016

Uniform Investment Adviser Law Examination

Current Firm

WEALTH ADVISORY SOLUTIONS, LLC

CRD#: 288903 / SEC#: 801-110859

RIA

Registered Investment Advisory firm - (7/21/2017 Approved)

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Contact information

Main Address

1630 W Oak St Suite 201, Zionsville, IN 46077

Mailing Address

Phone number

(317) 559-2945

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE MONUMENT CIRCLE GROUP ADV 2A (3/19/2026)

CEDAR WEALTH PARTNERS ADV 2A (3/19/2026)

INTELLIGENT DESIGN ADVISORS ADV 2A (3/19/2026)

WEALTH ADVISORY SOLUTIONS ADV 2A (3/19/2026)

Regulatory assets under management

Total Number of Accounts	1,826
AUM (Assets Under Management)	$ 599,108,779

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.

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Kyle E. Marburger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edward Marburger's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH ADVISORY SOLUTIONS, LLC

GRADIENT SECURITIES, LLC

Primary Firm SEC Registration

WEALTH ADVISORY SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2016

Current Firm

WEALTH ADVISORY SOLUTIONS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH ADVISORY SOLUTIONS, LLC

TRUST BUT VERIFY

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