Kevin T. Kaspar

TRACKSIDE WEALTH

CHAMBLEE, GA

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CRD#: 5529251

Professional summary

Kevin Thomas Kaspar is a registered financial advisor currently at TRACKSIDE WEALTH located in Chamblee, Georgia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kevin has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

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.

Lemonade Stand Accounting, LLC. This business is not investment-related. Address: 5502 Peachtree Road, Ste 200, Chamblee, GA 30341. Nature of business: tax preparation and accounting services. Position/relationship: independent contractor providing transition assistance. No ownership interest, officer, director, partner, or employee role. Start date: July 24, 2026. Compensation: none received to date; expected to begin as a 1099 independent contractor in approximately October 2026 on a part-time basis. Approximate hours per month devoted to other business: approximately 130 hours/month through October 2026, then dropping to 104 hours/month through January 2027, and expected to become minimal after January 2027. Hours devoted during securities trading hours: approximately 80 hours/month through October 2026, then dropping to 64 hours/month through January 2027, and expected to become minimal after January 2027. Duties: assisting with client transition following the sale of Kaspar & White CPA, PC, including responding to questions regarding historical client files and supporting continuity of service for transitioned clients. No investment advice, securities recommendations, or securities transactions are involved.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Thomas Kaspar'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®

None

Experience

Current

August 21, 2026 - Present

TRACKSIDE WEALTH

RIA

CRD#: 342750

CHAMBLEE, GA

Past

June 17, 2008 - November 1, 2011

DAY WEALTH MANAGEMENT, INC.

RIA

CRD#: 141803

KNOXVILLE, TN

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

Georgia
(8/21/2026)

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Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/2008

Uniform Investment Adviser Law Examination

Current Firm

TRACKSIDE WEALTH

TRACKSIDE WEALTH | TRACKSIDE WEALTH LLC

CRD#: 342750 / SEC#:

Georgia

Registered Investment Advisory firm - (8/21/2026 Approved)

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Contact information

Main Address

Chamblee, GA

Mailing Address

Phone number

(404) 729-6017

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin T. Kaspar

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Thomas Kaspar's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRACKSIDE WEALTH

DAY WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2008

Current Firm

TRACKSIDE WEALTH

Contact information

Documents

Red Flags

Company Information

TRACKSIDE WEALTH

TRUST BUT VERIFY

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