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PKS ADVISORY SERVICES, LLC

ALBANY, NY · CRD 125648 · IAPD ↗ · woehlerfinancialgroup.com · (518) 426-5791

$1.09BRegulatory AUM
36Advisory reps
45Employees
0Clients
0Planning clients
0Private funds
50States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
August 2026 — PKS ADVISORY SERVICES, LLC notice-filed in AK, HI, IA, KS, KY, ME, MO, MT, ND, NE, NV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2026 — PKS ADVISORY SERVICES, LLC added office(s): 23 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
May 2026 — PKS ADVISORY SERVICES, LLC added office(s): 22 -> 23 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
April 2026 — PKS ADVISORY SERVICES, LLC notice-filed in AR, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — PKS ADVISORY SERVICES, LLC crossed $1B in regulatory AUM ($905.4M -> $1.09B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
December 2025 — PKS ADVISORY SERVICES, LLC added office(s): 25 -> 26 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — PKS ADVISORY SERVICES, LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — PKS ADVISORY SERVICES, LLC added office(s): 17 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — PKS ADVISORY SERVICES, LLC reported RAUM up 30% ($697.7M -> $905.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
June 2024 — PKS ADVISORY SERVICES, LLC changed its website from themacalusogroup.com to woehlerfinancialgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
March 2024 — PKS ADVISORY SERVICES, LLC added office(s): 19 -> 20 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.