Kerby Wallick
StreamSong Advisors · Grand Rapids, Michigan
Kerby Wallick is a fee-only financial advisor at StreamSong Advisors in Grand Rapids, Michigan, who holds the CFA credential. Kerby charges a percentage of assets.
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Facts
| Firm | StreamSong Advisors |
|---|---|
| Based in | Grand Rapids, Michigan |
| Fee model | Percentage of assets |
| Assets under management | $124.4M across 479 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, MI, TX · CRD 1975751 |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | streamsongadvisors.com |
How Kerby's firm compares
- StreamSong Advisors's average account is about $260,000, from its Form ADV (assets managed divided by 479 accounts).
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Questions about Kerby
Is Kerby Wallick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kerby holds no broker registration, and StreamSong Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kerby charge for financial advice?
Kerby charges a percentage of assets.
Where is Kerby Wallick based?
Kerby Wallick is based in Grand Rapids, Michigan.
What credentials does Kerby Wallick hold?
Kerby Wallick holds the CFA credential.
Is Kerby Wallick registered with the SEC?
Yes. Kerby Wallick is registered as an investment adviser representative in GA, MI and TX (CRD 1975751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does StreamSong Advisors manage?
StreamSong Advisors reports $124.4M across 479 accounts in assets under management.
How do I contact Kerby Wallick?
Through Kerby's website, streamsongadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- StreamSong Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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