Spahn Financial
At Spahn Financial, we work with you to understand what’s important for you, your business, your family and your legacy. We’ll help you plan for your future while protecting and growing your wealth through strategic investing and holistic financial planning. And, we’ll work with your family to do the same and help secure your legacy through generational wealth management. We know a plan is only as good as its execution, and we will partner with you every step of the way. We’ll work with your attorneys, accountants and trusted advisors to coordinate your journey to and through retirement, and you can feel secure knowing you have a team in place managing your path to financial freedom. Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as Spahn Financial and OnePoint BFG Wealth Partners. Third party posts found on this profile do not reflect the views of OnePoint BFG Wealth Partners or Spahn Financial and have not been reviewed by OnePoint BFG Wealth Partners as to accuracy or completeness.
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Verified contacts
15
available on Kipplo
LinkedIn employees
12
11 to 50 range
Open roles
—
no listings
Distinct roles
11
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- BA
Bill Armonda
Private Wealth Lead Advisor · Sales & Business Development
EmailPhone - JV
Jeff Vanhorn
Director of Business Development · Sales & Business Development
EmailPhone - TM
Timothy M. Funke
Vice President & Director of Portfolio Research · Finance & Accounting
EmailPhone - AJ
Andrew Janusz
Private Wealth Advisor · Finance & Accounting
EmailPhone - CM
Cody Maxwell
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - DD
Daniel Deangelis
Financial Planning Analyst · Finance & Accounting
EmailPhone - JB
Jason Balogh
Associate Wealth Management Advisor · Finance & Accounting
EmailPhone - KS
Kevin Spahn
Partner, Private Wealth Advisor · Finance & Accounting
EmailPhone - KD
Kyle Deraedt
Chief Operating Officer · General Business & Management
EmailPhone
Showing 9 of 15 verified contacts
Top roles at Spahn Financial
11 distinct titles indexed · top 10 shown.
- 4associate wealth management advisor
- 2financial planning intern
- 1associate advisor
- 1chief operating officer
- 1director of business development
- 1financial planning analyst
- 1investment operations
- 1partner, private wealth advisor
- 1private wealth advisor
- 1private wealth lead advisor
- +1more titles
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