Spahn Wealth & Retirement LLC

Spahn Wealth & Retirement LLC (CRD# 285932) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $127,300,625 in 242 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4310 North 75th Street, Scottsdale, AZ 85251
https://www.linkedin.com/in/kyle-r-spahn-cfp%c2%ae-8b61b260
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    242
    ACCOUNTS
  • Average Account Value
    $526,036
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Spahn Wealth & Retirement LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Spahn, financial advisor Scottsdale AZ
Kyle R. Spahn
CRD#: 2998865
4310 North 75th Street, Scottsdale, AZ 85251

Kyle Spahn (CRD# 2998865) is an Investment Advisor Representative working at Spahn Wealth & Retirement LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals