Kevin Kustelski

RELIANCE WEALTH MANAGEMENT

SAN ANTONIO, TX 78256

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CRD#: 7694553

Professional summary

Kevin Kustelski is a registered financial advisor currently at RELIANCE WEALTH MANAGEMENT located in San Antonio, Texas.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kevin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

NAME: KEVIN KUSTELSKI INV REL: Y ADDR: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 10/9/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: LIFE, LONG-TERM CARE, FIXED ANNUITIES, HEALTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Kustelski'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®

None

Experience

Current

September 25, 2025 - Present

RELIANCE WEALTH MANAGEMENT

Office #1: 6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256

RIA

CRD#: 332415

SAN ANTONIO, TX

Past

July 19, 2023 - September 25, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Spring Branch, TX

Past

March 28, 2023 - September 25, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

Spring Branch, TX

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
(9/25/2025)

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 66

Date: 7/10/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/27/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/30/2023

Securities Industry Essentials Examination

Current Firm

RELIANCE WEALTH MANAGEMENT

RELIANCE WEALTH MANAGEMENT | S&D FINANCIAL, LLC | S & D FINANCIAL, L.L.C.

CRD#: 332415 / SEC#:

Texas

Registered Investment Advisory firm - (2/4/2025 Approved)

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Contact information

Main Address

6827 Camp Bullis Rd Ste 402, San Antonio, TX 78256

Mailing Address

Phone number

(210) 255-3040

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Kevin Kustelski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Kustelski's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELIANCE WEALTH MANAGEMENT

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/10/2023

Series 7TO

Date: 3/27/2023

SIE

Date: 1/30/2023

Current Firm

RELIANCE WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

RELIANCE WEALTH MANAGEMENT

TRUST BUT VERIFY

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