Kyler Kinsman Smith
Investment adviser representative at Sagespring Wealth Partners
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.5BFirm 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
Experience
11 years in the industry.
- Sagespring Wealth Partners LLCJan 2024 to now
- Raymond James Financial Services, Inc.Jan 2024 to Dec 2024
- Edward JonesJan 2023 to Oct 2023
- The Capital Chart RoomJun 2022 to Aug 2022
- Texas Tech UniversityAug 2019 to Dec 2022
- CinemarkApr 2019 to Jul 2019
- Frisco/prosper SchoolsJan 2013 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sagespring Wealth Partners
$8.5BAssets managed
11,623Clients
126Advisers
10 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
- 7560391
- Firm CRD
- 283515