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Kyle William Faszholz

Investment Adviser Representative at Bluespring Wealth Management, LLC

Austin, TXCRD #5536162Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kyle William Faszholz is an investment adviser representative in Austin, TX, currently registered with Vector Wealth Management and Kestra Advisory Services, LLC. They have worked in the securities industry since 2011 and have been registered with 7 firms, including LPL Financial LLC and Envestnet | PMC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/23/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 8/18/2008
Series 7
General Securities Representative Examination
Passed 7/9/2025
SIE
Securities Industry Essentials Examination
Passed 3/22/2025
Series 31
Futures Managed Funds Examination
Passed 8/28/2008
Series 7
General Securities Representative Examination
Passed 7/24/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Vector Wealth ManagementCurrent
5/11/2026 – Austin, TX
Kestra Investment Services, LLCCurrent
7/10/2025 – Austin, TX
Kestra Advisory Services, LLCCurrent
9/18/2023 – Austin, TX
LPL Financial LLC
9/30/2021 – 9/19/2023Austin, TX
Envestnet | PMC
1/6/2015 – 11/11/2019Addison, TX
Summa Wealth Management, LLC
8/29/2013 – 10/24/2014Austin, TX
UBS Financial Services Inc.
8/27/2009 – 7/9/2013Austin, TX
Morgan Stanley & Co. Incorporated
8/25/2008 – 12/22/2008Austin, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Envestnet Asset Management
    Apr 2014 – Sep 2019Addison, TX
  2. LPL Financial LLC
    Apr 2021 – Sep 2023Austin, TX
  3. Charles River Development
    Sep 2019 – Aug 2020Austin, TX
  4. Riskalyze
    Aug 2020 – Apr 2021Austin, TX
  5. Kestra Advisory Services
    Sep 2023 – no end date reportedAustin, TX
  6. Kestra Investment Services, LLC
    Sep 2023 – no end date reportedAustin, TX
  7. Kestra Financial Inc.
    May 2026 – no end date reportedMinneapolis, MN

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bluespring Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • Asset Value below $500,0001.20%
  • $500,000 - $999,0001.00%
  • $1,000,000 - $2,999,9990.85%
  • $3,000,000 - $4,999,9990.75%

+1 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
25
Offices listed on AdvisorFinder:
1
Main office:
Austin, TX
SEC file number:
801-70998

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kyle William Faszholz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kyle William Faszholz (Vector Wealth Management)