Kevin Mckinley Schaefer
Investment adviser representative at Spirit West Advisors, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$111.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Spirit West Advisors, LLCJan 2017 to now
- Spirit West Certified Planning, LLCAug 2014 to now
- Mojave Land Group, LLCAug 2004 to now
- Gradient Advisors, LLCAug 2014 to Jan 2017
- 39th Street Properties, LLCJul 2005 to Sep 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Spirit West Advisors, LLC
$111.1MAssets managed
566Clients
1Advisers
Under 1 yearIn 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
- 5645639
- Firm CRD
- 285314