Kyler K. Smith

SAGESPRING WEALTH PARTNERS

Frisco, TX 75034

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CRD#: 7560391

Professional summary

Kyler Kinsman Smith is a registered financial advisor currently at SAGESPRING WEALTH PARTNERS located in Frisco, Texas.

Kyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kyler has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

SageSpring Wealth Partners LLC Not investment-related Frisco, TX DBA/Support Company Advisor 01/2024 0 hours per month 0 hours during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyler Kinsman Smith'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

January 18, 2024 - Present

SAGESPRING WEALTH PARTNERS

Office #1: 2601 Network Blvd. Ste. 101, Frisco, TX 75034

RIA

CRD#: 283515

Frisco, TX

Past

January 2, 2024 - December 19, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FRISCO, TX

Past

April 4, 2023 - October 23, 2023

EDWARD JONES

RIA

CRD#: 250

FRISCO, TX

Past

March 13, 2023 - October 23, 2023

EDWARD JONES

CRD#: 250

FRISCO, TX

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".

SAGESPRING WEALTH PARTNERS

SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP

CRD#: 283515 / SEC#: 801-107971

RIA

Registered Investment Advisory firm - (7/6/2016 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

Texas
(1/18/2024)

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 66

Date: 4/3/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/13/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/14/2023

Securities Industry Essentials Examination

Current Firm

SAGESPRING WEALTH PARTNERS

SAGESPRING WEALTH PARTNERS | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, LLC | SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC. | SIAS INSURANCE GROUP

CRD#: 283515 / SEC#: 801-107971

RIA

Registered Investment Advisory firm - (7/6/2016 Approved)

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Contact information

Main Address

801 Crescent Centre Drive Suite 600, Franklin, TN 37067

Mailing Address

Phone number

(615) 861-6100

Established

Firm type

Fiscal year end

# of Employees

180

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAGESPRING WEALTH PARTNERS - FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	10,811
AUM (Assets Under Management)	$ 6,485,071,326

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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Kyler K. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyler Kinsman Smith's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAGESPRING WEALTH PARTNERS

RAYMOND JAMES FINANCIAL SERVICES, INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

SAGESPRING WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/3/2023

Series 7TO

Date: 3/13/2023

SIE

Date: 2/14/2023

Current Firm

SAGESPRING WEALTH PARTNERS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAGESPRING WEALTH PARTNERS

TRUST BUT VERIFY

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