Unclaimed Profile

Kyle Robert Spahn

SPAHN WEALTH & RETIREMENT LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 63, Series 6618 years registeredSPAHN WEALTH & RETIREMENT LLC

4310 NORTH 75TH STREET, SCOTTSDALE, AZ 85251CRD# 2998865Firm CRD# 285932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kyle Robert Spahn · SCOTTSDALE, AZ

Registration

CRD #2998865 · SPAHN WEALTH & RETIREMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

SPAHN WEALTH & RETIREMENT LLC

Dec 2016 – present

TAURUM RETIREMENT PARTNERS, LLC

Jan 2016 – Jan 2017

GILBERT, AZ

GALLACHER CAPITAL MANAGEMENT, LLC

Apr 2015 – Dec 2015

GILBERT, AZ

STRATEGIC ADVISERS, INC.

Apr 2008 – Mar 2015

GILBERT, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · April 10, 2008

Years registered · 18

Disclosure History

2015Employment Separation After Allegations

1989Criminal·Final Disposition

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SPAHN WEALTH & RETIREMENT LLC

CRD 285932 · SEC 801-125766

AUM

$127M

Regulatory assets under management

Employees

242 client accounts

Services offered by SPAHN WEALTH & RETIREMENT LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SPAHN WEALTH & RETIREMENT LLC →

Introduction

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Frequently Asked Questions

What services does Kyle Robert Spahn offer?

Kyle Robert Spahn specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Kyle Robert Spahn's credentials?

Kyle Robert Spahn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kyle Robert Spahn located?

Kyle Robert Spahn is based in SCOTTSDALE, Arizona, working with SPAHN WEALTH & RETIREMENT LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Kyle Robert Spahn charge for services?

Kyle Robert Spahn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPAHN WEALTH & RETIREMENT LLC?

SPAHN WEALTH & RETIREMENT LLC has approximately 2 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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