Kyle Faszholz has been Director of Bluespring Wealth Management since June 2026, is a control person of the firm and directly owns under 5% of it.
Bluespring Wealth Management, LLC is an Austin, TX firm with $5.43B under management, 3,250 clients and 47 advisers across 8 offices, as of its July 2026 filing.
Kyle Faszholz’s longest registration was 4 years at Envestnet | PMC (2015–2019). Before joining Bluespring Wealth Management in 2026, Kyle Faszholz was registered through LPL Financial LLC and Envestnet | PMC.
- – present · under a yearAustin, TX · Adviser representative · Firm CRD 152667
- Kestra Advisory Services, LLCAlso current– present · 3 yearsAdviser representative · Firm CRD 283330
- LPL Financial LLC– · 1 yearAustin, TX · Adviser representative · Firm CRD 6413
- Envestnet | PMC– · 4 yearsAddison, TX · Adviser representative · Firm CRD 111694
- Summa Wealth Management, LLC– · 1 yearAustin, TX · Adviser representative · Firm CRD 168367
- UBS Financial Services Inc.– · 3 yearsAustin, TX · Adviser representative · Firm CRD 8174
- Morgan Stanley & Co. Incorporated– · under a yearAustin, TX · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Kyle Faszholz is registered as an investment adviser representative in Texas, since September 2023.
- TexasSince 18 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 9 July 2025 |
| SIE | Securities Industry Essentials Examination | 22 March 2025 |
| Series 31 | Futures Managed Funds Examination | 28 August 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 August 2008 |
| Series 7 | General Securities Representative Examination | 24 July 2008 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kyle William Faszholz
- CRD
- 5536162
- Firm
- Bluespring Wealth Management · CRD 152667
- Role
- Director
- Office
- Austin, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kyle Faszholz work?
Kyle Faszholz has been Director of Bluespring Wealth Management, LLC since June 2026, and is a control person of the firm.
Is Kyle Faszholz a financial advisor?
Yes. Kyle Faszholz has a current investment-adviser registration in Texas, through Bluespring Wealth Management since May 2026.
How many years of experience does Kyle Faszholz have?
Kyle Faszholz has 15 years in the financial industry, since April 2011, across 7 adviser firms.
What exams has Kyle Faszholz passed?
Kyle Faszholz has passed 6 licensing exams: the Series 7, Series 63, Series 65, Series 31, SIE and Series 7TO. The earliest, the Series 7, was passed in July 2008.
Where did Kyle Faszholz work before Bluespring Wealth Management?
Before Bluespring Wealth Management, Kyle Faszholz was registered through LPL Financial LLC, September 2021 to September 2023; Envestnet | PMC, January 2015 to November 2019; Summa Wealth Management, LLC, August 2013 to October 2014; UBS Financial Services Inc., August 2009 to July 2013; Morgan Stanley & Co. Incorporated, August 2008 to December 2008.
Where is Kyle Faszholz based?
Kyle Faszholz’s registered office is in Austin, TX.
Is Kyle Faszholz registered with FINRA?
Yes. Kyle Faszholz has a current broker registration, under CRD 5536162.
Source: FINRA BrokerCheck
How can I verify Kyle Faszholz’s record?
Search CRD 5536162 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kyle Faszholz’s full registration record.
- Pradeep JayaramanPresident
- Scott ZegersChief Financial Officer
- Rochelle LevyChief Compliance Officer
- Adam SokolicChief Operations Officer