Kevin M. Schaefer

SPIRIT WEST ADVISORS

Scottsdale, AZ 85250

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CRD#: 5645639

Professional summary

Kevin Mckinley Schaefer, CFP® is a registered financial advisor currently at SPIRIT WEST ADVISORS, LLC located in Scottsdale, Arizona.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kevin has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1) SPIRIT WEST CERTIFIED PLANNING, LLC; INV-RELATED; 4147 N GOLDWATER BLVD, SUITE 101, SCOTTSDALE, AZ 85251; INSURANCE SALES; OWNER/INSURANCE AGENT; START 08/2014; 80 HRS/MO; 2) MOHAVE LAND GROUP, LLC; INV-RELATED; BARE LAND REAL ESTATE INVESTING; NON-MANAGING MEMBER; START 2004, LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY 3) 39th Street Properties, LLC; INV-RELATED; BARE LAND REAL ESTATE INVESTING; MANAGING MEMBER; START 2005, LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Mckinley Schaefer's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 12, 2017 - Present

SPIRIT WEST ADVISORS, LLC

Office #1: 5011 N. Granite Reef Road, Scottsdale, AZ 85250

RIA

CRD#: 285314

Scottsdale, AZ

Past

September 12, 2014 - January 5, 2017

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

SCOTTSDALE, AZ

Past

January 25, 2012 - August 22, 2014

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

SCOTTSDALE, AZ

Past

September 17, 2010 - December 31, 2011

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

LEAWOOD, KS

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

Arizona
(1/12/2017)

IAR

Colorado
(8/2/2024)

IAR

Texas
(9/18/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2010

Uniform Investment Adviser Law Examination

Current Firm

SPIRIT WEST ADVISORS, LLC

CRD#: 285314 / SEC#: 801-134843

Arizona

Registered Investment Advisory firm - (1/12/2017 Approved)

Colorado

Registered Investment Advisory firm - (8/2/2024 Approved)

Texas

Registered Investment Advisory firm - (9/6/2023 Conditional Restricted)

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Contact information

Main Address

5011 N. Granite Reef Road, Scottsdale, AZ 85250

Mailing Address

Phone number

(480) 306-7823

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A/2B - SEC (10/28/2025)

ADV PART 2A & 2B (10/28/2025)

Regulatory assets under management

Total Number of Accounts	536
AUM (Assets Under Management)	$ 106,010,831

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Kevin M. Schaefer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Mckinley Schaefer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRIT WEST ADVISORS, LLC

GRADIENT ADVISORS, LLC

CREATIVEONE SECURITIES, LLC

INVESTMENT ADVISORS CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2010

Current Firm

SPIRIT WEST ADVISORS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPIRIT WEST ADVISORS, LLC

TRUST BUT VERIFY

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