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Kyle Gleich

W&s Advisory Services, LLC
15 Years of Experience
New Albany, OH
BrokerSells Insurance
View SEC Summary
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Kyle Gleich is a registered investment advisor at W&s Advisory Services, LLC, based in New Albany, OH, with 15 years of industry experience. Kyle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 6,689 clients with $5.3M in assets under management.

W&s Advisory Services, LLC
Compensation
Fixed/Hourly
Firm Size
10 advisors
Number of Clients
6,689 clients
Average Client Portfolio
$791.209 average
Assets Under Management
$5.3M

Fee Structure

Planning is included in investment management (also available separately)

W&S Advisory Services charges a flat monthly fee for managing children's custodial accounts:

  • Single account — $3.00 per month
  • Multiple accounts — $5.00 per month

This monthly fee covers all brokerage commissions, stock transfer fees, and custodial fees. Investment management fees do not include the underlying expenses charged by the exchange-traded funds or mutual funds in your portfolio.

View Full SEC Brochure

Location

6530 West Campus Oval, Suite 180, New Albany, OH, 43054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kyle works full-time as a sales agent for Western & Southern Life and as a financial planner for W&S Advisory Services, LLC. He also dedicates minimal time to the St. Charles Preparatory School alumni advisory board and the New Albany Chamber of Commerce.

Employment History
Current Registrations
W&s Advisory Services, LLC
May 2025 - Present · 1 yr 5 mos
W&s Brokerage Services, INC.
September 2018 - Present · 8 yrs 1 mo
W&s Brokerage Services, INC.Broker
July 2011 - Present · 15 yrs 3 mos
State Registrations9 states
FLGAKYNCNMOHPASCWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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