Kyle Spahn, financial advisor Gilbert AZ
51 score

Kyle Spahn

CRD Number: 2998865
Current Firm: Taurum Retirement Partners, LLC

Kyle Spahn (CRD# 2998865) is an Investment Advisor Representative working at Taurum Retirement Partners, LLC in Gilbert, AZ and has over 18 years of experience in the finance industry. Kyle Spahn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Taurum Retirement Partners, LLC Gilbert, AZ Jan 2016 - Current < 1
Gallacher Capital Management, LLC Lone Tree, CO Mar 2015 - Dec 2015 < 1
Fidelity Investments Chandler, AZ Jul 2007 - Mar 2015 7
Rolly Pollies Gilbert, AZ May 2006 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S66 NASAA Uniform Combined State Law Examination Oct 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Kyle R. Spahn
Phone Number: 602-476-1676
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $311,794
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, TX

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BADGES
51

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