Kevin Michael Spahn
Investment adviser representative at Onepoint Bfg Wealth Partners
33 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$15.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Onepoint Bfg Wealth PartnersOct 2025 to now
- Bleakley Financial Group dba Spahn Financial & Onepoint BfgOct 2025 to now
- Northwestern Mutual Wealth Management CompanyMay 2007 to Oct 2025
- Northwestern Mutual Investment Services, LLCJun 1994 to Oct 2025
- The Northwestern Mutual LifeOct 1993 to Oct 2025
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, IL).
Onepoint Bfg Wealth Partners
Legal name: Bleakley Financial Group, LLC
$15.1BAssets managed
8,647Clients
124Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2503176
- Firm CRD
- 318366