Kyle
Aschliman
Spc
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
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.*
Sigma Planning Corporation
Sigma Financial Corporation
App Financial LLC
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
Englewood, CO
Novi, MI
Mansfield, TX
Ann Arbor, MI
Ann Arbor, MI
East Lansing, MI
Saint Petersburg, FL
Fort Wayne, IN
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.
