Kyle
Aschliman

Spc

CRD#4776550
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Kyle Aschliman is a chartered financial consultant working out of Fort Wayne, Indiana with a total of 5 years of industry experience. Aschliman is currently employed by Spc. Aschliman has gained experience at Sii Investments, App Financial LLC, Sigma Planning Corporation and Sigma Financial Corporation. Aschliman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, Florida, Illinois, Indiana, Maryland, Michigan, Nevada, Ohio and Wisconsin. Spc is a registered investment business that has its headquarters in Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 advisors. It handles $6 billion in assets across its 34,594 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 20 charities and foundations. Of its 34,594 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Spc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types charged by Spc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9933 Dupont Circle Drive W Suite 110
Fort Wayne, IN 46825

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

IN Average: $943,424,332
Total Number of Employees

610

IN Average: 21
Total Number of Accounts

34,594

IN Average: 1,586
Average Account Size

$172,407

IN Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kyle Aschliman Work History

Kyle has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Sigma Planning Corporation

2018 - Present (5 years)

Sigma Financial Corporation

2013 - Present (10 years)

App Financial LLC

2013 - 2017 (4 years)

Sii Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kyle Aschliman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Colin Cohen
Ann Arbor, MI
Kevin Howard
Novi, MI
Kirk Sempsrott
East Lansing, MI
Adam Handler
Ann Arbor, MI
Dennis Starbuck
Ann Arbor, MI
Chad Hyllested
Colorado Springs, CO
Michael Barrella
Melbourne, FL
Richard Colleoni
Mansfield, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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