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Kevin Spahn

Member at Bleakley Financial Group

Investment adviser registrationLombard, ILSEC record checked 17 October 2026

32
Years in the industry
0
Years at the firm
3
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Kevin Spahn holds the title Member at Bleakley Financial Group, LLC, a Parsippany investment adviser managing $15.1B. Kevin Spahn has been registered through Bleakley Financial Group since 20 October 2025, has 32 years in the industry across 3 firms and has passed 5 licensing exams.

Role at Bleakley Financial Group

Title on Schedule A
Member
Control
Kevin Spahn is a control person of Bleakley Financial Group.
Ownership
An individual ownership band is not available in the source record.
Tenure
Kevin Spahn has held the filed role since July 2026.

The firm

Bleakley Financial Group, LLC
Parsippany, NJ

Form ADV filed 14 September 2026

$15.1B AUM8,647 clients104 advisers15 offices

Career on record

Kevin Spahn has been registered through Bleakley Financial Group since October 2025, and before that through Northwestern Mutual Investment Services,llc and Northwestern Mutual Wealth Management Company.

Firms and exams, newest first
  1. Onepoint Bfg Wealth PartnersCurrent
    – present · 1 year
    Lombard, IL · Adviser representative · Firm CRD 318366
  2. Northwestern Mutual Investment Services,llc
    – · under a year
    Lombard, IL · Adviser representative · Firm CRD 2881
  3. Passed SIE · 2018
  4. Northwestern Mutual Investment Services,llc
    – · 6 years
    Lombard, IL · Adviser representative · Firm CRD 2881
  5. Northwestern Mutual Wealth Management Company
    – · under a year
    Milwaukee, WI · Adviser representative · Firm CRD 109729
  6. Passed Series 66 · 2005
  7. Northwestern Mutual Investment Services,llc
    – · 2 years
    Lombard, IL · Adviser representative · Firm CRD 2881
  8. Passed Series 7 · 2004
  9. Passed Series 63 · 1996
  10. Passed Series 6 · 1994

Registrations and exams

Kevin Spahn has a current investment-adviser registration in Florida and Illinois and has passed 5 qualifying exams.

Florida8 January 2026
Scope
Investment adviser representative
Status
Approved
Illinois20 October 2025
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6629 December 2005
Name
Uniform Combined State Law Examination
Series 637 February 1996
Name
Uniform Securities Agent State Law Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 73 November 2004
Name
General Securities Representative Examination
Series 617 October 1994
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Kevin Michael Spahn
CRD
2503176
Firm
Bleakley Financial Group, LLC
Registration status
Investment adviser registration
Office
377 Butterfield Road, Suite 430, Lombard, IL 60148
Firm bio
onepointbfg.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Kevin M. Spahn is a partner and private wealth advisor at OnePoint BFG Wealth Partners. The firm says he studied at the University of Notre Dame and the University of Wisconsin. Official firm biography

Common questions

Where does Kevin Spahn work?

Kevin Spahn has held the title Member at Bleakley Financial Group, LLC since July 2026, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 September 2026

Is Kevin Spahn a financial advisor?

Yes. Kevin Spahn has a current investment-adviser registration in Florida and Illinois, through Bleakley Financial Group since October 2025, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Kevin Spahn have?

Kevin Spahn has worked in the financial industry for 32 years as of 17 October 2026, counted from 17 October 1994, across 3 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Kevin Spahn passed?

Kevin Spahn has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 66 and SIE. The earliest, the Series 6, was passed in October 1994.

Source: IAPD individual record, checked 17 October 2026

Where did Kevin Spahn work before Bleakley Financial Group?

Before Bleakley Financial Group, Kevin Spahn was registered through Northwestern Mutual Investment Services,llc, January 2012 to September 2017; Northwestern Mutual Wealth Management Company, November 2006 to April 2007; Northwestern Mutual Investment Services,llc, May 2005 to November 2006.

Source: IAPD individual record, checked 17 October 2026

Where is Kevin Spahn based?

Kevin Spahn’s registered office is in Lombard, IL.

Source: IAPD individual record, checked 17 October 2026

Leadership at Bleakley Financial Group

Sources

  1. IAPD individual record, CRD 2503176. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Bleakley Financial Group, LLC, filed 14 September 2026. Title, control and ownership bands.
  3. Bleakley Financial Group team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Kevin Spahn or Bleakley Financial Group, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.