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KS

Kevin W. Sweeney

FIRETHORN WEALTH PARTNERS
Augusta, GA 30904
Some features on this profile are disabled
CRD#: 5945135
KS

Professional summary


Kevin White Sweeney is a registered financial advisor currently at FIRETHORN WEALTH PARTNERS, LLC located in Augusta, Georgia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Kevin has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

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. ENTITY NAME: MS HILL PARTNERS, LLC; INVESTMENT RELATED: YES; ADDRESS: AUGUSTA, CA; NATURE OF THE OTHER BUSINESS: PRIVATE EQUITY INVESTMENTS; POSITION/TITLE/RELATIONSHIP: 50% OWNER; START DATE: 6/30/2021; APPROXIMATE # OF HOURS A MONTH: 1; APPROXIMATE # OF HOURS DURING SECURITIES HOURS: 1; BRIEFLY DESCRIBE YOUR DUTIES: MANAGING PARTNER/INVESTOR 2) "How You, LLC",Is Not Investment Related,,Pass Through,Owner,2019-01-10,0 hours per month,0 hours per month during trading hours,Other Compensation,entity that owns 25% of Firethorn Wealth Partners 3) Firethorn Wealth Parnters,Is Investment Related,,Wealth Management,Managing Member/Wealth Advisor/President/COO,2018-08-10,240 hours per month,20 hours per month during trading hours,Fee Based Compensation,Managing Member/Wealth Advisor/President/COO 4) PB3 Ventures-Managing member-Personal investment LLC, 01/28/2019, 1 hour per month 5)First Tee of Augusta- President of a non profit; 11/29/2021; 10 hours per month

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kevin White Sweeney'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®
None

Experience


Current

August 24, 2018 - Present

FIRETHORN WEALTH PARTNERS, LLC

Office #1: 2550 Central Avenue, Augusta, GA 30904
RIA
CRD#: 297634
Augusta, GA
Past

August 11, 2018 - June 2, 2023

KINGSWOOD CAPITAL PARTNERS, LLC

BD
CRD#: 288898
Augusta, GA
Past

February 2, 2016 - May 1, 2017

WEALTHPLAN PARTNERS

RIA
CRD#: 158935
AUGUSTA, GA
Past

April 27, 2015 - September 12, 2018

LPL FINANCIAL LLC

RIA
CRD#: 6413
AUGUSTA, GA
Past

February 17, 2015 - September 12, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
AUGUSTA, GA
Past

April 4, 2014 - March 18, 2015

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

March 12, 2012 - June 6, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHARLESTON, SC
Past

November 5, 2011 - January 13, 2012

WADDELL & REED

BD
CRD#: 866
NASHVILLE, TN

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".
FW
FIRETHORN WEALTH PARTNERS, LLC
FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA
Registered Investment Advisory firm - (7/26/2018 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
Georgia
(8/24/2018)
IAR
Texas
(6/5/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/20/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FW
FIRETHORN WEALTH PARTNERS, LLC
FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634 / SEC#: 801-113690

RIA
Registered Investment Advisory firm - (7/26/2018 Approved)
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Contact information


Main Address
2550 Central Avenue, Augusta, GA 30904
Mailing Address
Phone number
(706) 426-4243
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE - FIRETHORN WEALTH PARTNERS, LLC (3/18/2025)

Regulatory assets under management


Total Number of Accounts2,112
AUM (Assets Under Management)$ 543,566,110

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.

Company Information


FIRETHORN WEALTH PARTNERS, LLC

CRD#: 297634Augusta, GA 30904

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