We know no two people are the same, and therefore, no two financial plans are the same. At Spahn Financial, our team of experts is here to understand the intricacies of your unique circumstances and work with you to build a roadmap for financial security. With decades of experience and a highly credentialed team, we’re here to advise along your journey of wealth accumulation so that you can leave a legacy for generations to come.
Kyle A. DeRaedt CFP®, CPWA®
Chief Operating Officer and Partner
National Recognition
Kevin Spahn and Spahn Financial are proud to be recognized by Barron’s, Forbes, Financial Times, Northwestern Mutual, and more as a top financial planning firm in the nation.
- 2024 Barron's Top 1200 Advisor
- 2024 Forbes America's Top Financial Security Professionals
- 2024 Forbes Top Best in State Financial Security Professional
- 2024 Forbes Best-In-State Wealth Advisors
- 2023 Forbes Best-in-State Wealth Advisors
- 2022 Forbes Top Best-in-State Financial Security Professionals
- 2021 Forbes Top Financial Security Professionals
- Financial Times Top 400
- Northwestern Mutual Private Client Group Founding Member
Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Barron’s “Top 1,200 Financial Advisors” list (March 2024), based upon data as of 9/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2024, 2023), based upon data as of June 30th of the preceding year. Research and ranking provided by SHOOK® Research, LLC. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon data as of December 31st of the prior year. The Financial Times “400 Top Retirement Advisers” list, (October 2020, October 2019, September 2018, September 2017), based upon data as of December 31st of the preceding year. Listing was produced annually by the Financial Times. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Barron’s “Top 1,200 Financial Advisors” list (March 2024), based upon data as of 9/30/2023. Forbes "Best-in-State Wealth Advisors" list (April 2024, 2023), based upon data as of June 30th of the preceding year. Research and ranking provided by SHOOK® Research, LLC. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of 12/31/2021. Forbes Top Financial Security Professionals list (October 2021), based upon data as of December 31st of the prior year. The Financial Times “400 Top Retirement Advisers” list, (October 2020, October 2019, September 2018, September 2017), based upon data as of December 31st of the preceding year. Listing was produced annually by the Financial Times. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
National Recognitions
Our team of experts is highly credentialed. We are dedicated to continuing education to ensure a sophisticated experience for sophisticated clients. Members of our team hold the following designations: CFP® - Certified Financial Planner, CPWA® - Certified Private Wealth Advisor, CFA® - Chartered Financial Analyst, ChFC® - Chartered Financial Consultant, CLU® - Chartered Life Underwriter, JD - Juris Doctor.