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President/chief Executive Officer/chief Financial Officer · Keller Wealth Advisors

Kyle W. Noack

CRD 6003068 · Named on Form ADV at one SEC-registered adviser

At a glance

Keller Wealth Advisors, an SEC-registered wealth manager based in Victoria, TX with $923 million in regulatory assets, lists Kyle W. Noack on its Form ADV as President/chief Executive Officer/chief Financial Officer, a control person.

Firms and roles

  • Keller Wealth AdvisorsPresident/chief Executive Officer/chief Financial OfficerWealth manager · Victoria, TX · $923M in regulatory assets

AtlasMembers

Kyle’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.