# KYLE DEAN WHIPPLE

KYLE DEAN WHIPPLE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with CUSTOM WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CUSTOM WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/340956) | 2026-05-06 | present | Yes |
| [AE WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/282580) | 2020-09-01 | 2026-05-12 | — |
| [KALOS MANAGEMENT](https://search.stillhousedata.com/firm/133025) | 2012-11-13 | 2020-09-03 | — |
| [INVESTACORP ADVISORY SERVICES INC](https://search.stillhousedata.com/firm/109011) | 2011-07-29 | 2012-11-16 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5908301)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5908301.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.