Kyle Gleich is a registered investment advisor at W&s Advisory Services, LLC, based in New Albany, OH, with 14 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
W&S Advisory Services offers investment management for child investment accounts (UGMA accounts) through Fabric. Clients pay a flat monthly fee: $3 per month for one account or $5 per month for multiple accounts. This fee covers brokerage, custodial fees, and other transaction costs. The accounts are invested in model portfolios using ETFs.
Location
6530 West Campus Oval, Suite 180, New Albany, OH, 43054
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Regulatory History
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.
Learn about disclosures →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
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
State Registrations8 states
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