Unclaimed Profile

Kevin Charles Spafford

RYAN WEALTH MANAGEMENT, INC.·YUBA CITY, California

SIE, Series 6, Series 7, Series 26, Series 63, Series 66CFP ChFCClean record20 years registeredRYAN WEALTH MANAGEMENT, INC.

463 CENTURY PARK DR, YUBA CITY, CA 95991CRD# 3015638Firm CRD# 296851

Profile Verification

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

Identity

Kevin Charles Spafford · YUBA CITY, CA

Registration

CRD #3015638 · RYAN WEALTH MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Dec 2024 – present

RYAN WEALTH MANAGEMENT

Aug 2018 – Mar 2025

YUBA CITY, CA

OSAIC WEALTH, INC.

Jan 2016 – Dec 2024

YUBA CITY, CA

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2014 – Jan 2016

Chico, CA

LEGACY BY DESIGN

Mar 2010 – May 2015

CHICO, CA

INVESTMENT ADVISORS

Mar 2009 – Jan 2010

CHICO, CA

LEGACY BY DESIGN

Jan 2009 – Dec 2009

CHICO, CA

LPL FINANCIAL CORPORATION

Jan 2007 – Feb 2009

CHICO, CA

MML INVESTORS SERVICES, INC.

Oct 2005 – Jan 2007

CHICO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 26

Series 63

Series 66

Registration record

First registered · October 25, 2005

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RYAN WEALTH MANAGEMENT, INC.

CRD 296851 · SEC 801-115068

AUM

$404M

Regulatory assets under management

Employees

1,636 client accounts

Services offered by RYAN WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RYAN WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Charles Spafford offer?

Kevin Charles Spafford specializes in Financial Planning, Investment Management. Contact their office in YUBA CITY, California for a consultation.

What are Kevin Charles Spafford's credentials?

Kevin Charles Spafford holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Charles Spafford located?

Kevin Charles Spafford is based in YUBA CITY, California, working with RYAN WEALTH MANAGEMENT, INC.. Their office serves clients in the YUBA CITY metropolitan area and surrounding communities.

How does Kevin Charles Spafford charge for services?

Kevin Charles Spafford's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RYAN WEALTH MANAGEMENT, INC.?

RYAN WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $404M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Nearby cities in California

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City Guides

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Research

Advisor Fees in California National Fee Analysis

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