Kyler J. Spencer
ASSUREDPARTNERS INVESTMENT ADVISORS
Nashville, TN
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CRD#: 6675532
Professional summary
Kyler Jared Spencer, CFP® is a registered financial advisor currently at ASSUREDPARTNERS INVESTMENT ADVISORS located in Nashville, Tennessee and PRIVATE CLIENT SERVICES, LLC located in Nashville, Illinois.
Kyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Kyler has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
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) National Association of Insurance and Financial Advisors Illinois Chapter. PO Box 13365, Springfield, IL 62791. Serve on board of directors helping put together programs and advocacy efforts. This is an unpaid position. Secretary/Grand Treasurer. 10 hrs/mo; 5 during trading hrs. Not investment related. 2) FSM Wealth. 9627 Wall Street, Nashville, IL 62263. FSM Wealth is a financial planning and investment firm. Financial advisor-working with clients and giving advice. 160 hrs/mo; 160 during trading hrs. Investment related. 3) AssuredPartners Investment Advisors, LLC. 4600 West Cypress Street, Suite 405, Tampa, FL 33607. RIA. 160 hrs/mo; 160 during trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Kyler Jared Spencer'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: 2022
Experience
Current
August 1, 2024 - Present
ASSUREDPARTNERS INVESTMENT ADVISORS
Office #2: 9627 Wall St., Nashville, IL 62263RIA
CRD#: 309550
Nashville, TN
Current
July 31, 2024 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 9627 Wall St, Nashville, IL 62263RIA
BD
CRD#: 120222
Nashville, IL
Past
January 26, 2018 - August 2, 2024
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
NASHVILLE, IL
Past
July 28, 2017 - August 2, 2024
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
NASHVILLE, 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".
AI
ASSUREDPARTNERS INVESTMENT ADVISORS
ASSUREDPARTNERS | STAFFORD CONSULTING | SECURUS FINANCIAL SERVICES | MURRAY WEALTH MANAGEMENT | LIGHTHOUSE FINANCIAL | IRON CAPITAL ADVISORS | FSM WEALTH | FORTUNE 360 GROUP | CHESME CAPITAL MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
RIA
Registered Investment Advisory firm - (12/10/2019 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Illinois(7/31/2024)
IAR
Illinois(8/1/2024)
IAR
Tennessee(5/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AI
ASSUREDPARTNERS INVESTMENT ADVISORS
ASSUREDPARTNERS | STAFFORD CONSULTING | SECURUS FINANCIAL SERVICES | MURRAY WEALTH MANAGEMENT | LIGHTHOUSE FINANCIAL | IRON CAPITAL ADVISORS | FSM WEALTH | FORTUNE 360 GROUP | CHESME CAPITAL MANAGEMENT | ASSUREDPARTNERS INVESTMENT ADVISORS, LLC | ASSUREDPARTNERS INVESTMENT ADVISORS
CRD#: 309550 / SEC#: 801-117771
RIA
Registered Investment Advisory firm - (12/10/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4600 W. Cypress Street Suite 405, Tampa, FL 33607
Mailing Address
Phone number
(407) 708-0050
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,759 |
| AUM (Assets Under Management) | $ 3,251,947,155 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
