Kevin M. Spahn
ONEPOINT BFG WEALTH PARTNERS | Wealth Management Advisor
Lombard, IL 60148
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CRD#: 2503176
Professional summary
Kevin Michael Spahn, CFP®, ChFC®, CLU®, who also goes by Kevin M Spahn, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Lombard, Illinois.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kevin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Trading individual securities
Trust & estate planning
Philanthropic services
Insurance
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Kevin M Spahn
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. 2. QUINTESSENCE LEGACY PLANNING, NON INVESTMENT RELATED, 377 E BUTTERFIELD RD, SUITE 430, LOMBARD IL, DOCUMENTING LIFE STORIES, FEB 2015, HOURS PER MONTH: 1, HOURS DURING SECURITIES TRADING HOURS: 0, INTERVIEW AND DOCUMENT LIFE HISTORIES, 100% OWNERSHIP. 3. 100% OWNER, SF OPERATIONS INC, LEGAL ENTITY, START DATE: 8/1/2008, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES. 4. 85% OWNER, STEWARDSHIP ENTERPRISES LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 6/9/2022, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Michael Spahn's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2000
Experience
Current
October 20, 2025 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 377 Butterfield Road Suite 430, Lombard, IL 60148RIA
CRD#: 318366
Lombard, IL
Past
August 26, 2025 - October 23, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LOMBARD, IL
Past
January 24, 2012 - September 12, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LOMBARD, IL
Past
November 30, 2006 - April 30, 2007
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY
RIA
CRD#: 109729
MILWAUKEE, WI
Past
May 18, 2005 - November 30, 2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
LOMBARD, IL
Past
January 31, 1996 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
October 18, 1994 - October 23, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
LOMBARD, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(10/20/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
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Contact information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 575-4180
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
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Company Information
ONEPOINT BFG WEALTH PARTNERS
Wealth Management AdvisorCRD#: 318366Lombard, IL 60148TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
