Professional

March 22, 2018 - Kevin Spahn is pleased to announce that he has been named to the 2018 edition of the Financial Times 400 Top Financial Advisers . The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.

The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times (March, 2018). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management, asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Spahn Financial Mission Statement:

Our mission is to provide each client with the confidence of knowing that they have a financial plan specifically tailored to their family’s goals and needs. This includes the comfort of knowing they are not missing any effective planning technique or strategy, and the fact that they can pursue matters they are passionate in spending time on while we implement and monitor their plan.

We work with individuals designing integrated and innovative wealth management strategies to assist in accumulating, protecting, preserving and transferring wealth. We are committed to listening to you so that we can help you achieve financial security for your family or business.

Our team focuses on providing excellent service while stressing integrity and knowledge.

Education

  • Bachelor of Arts degree in Liberal Education from the University of Notre Dame
  • Bachelor of Law/Juris Doctor in Law from the University of Wisconsin-Madison

Designations

  • Juris Doctor (JD)
  • CERTIFIED FINANCIAL PLANNER (CFP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Certified in Long Term Care (CLTC)

Kevin M Spahn, CFP®, CLU®, ChFC®
Wealth Management Advisor


Spahn Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck