Kevin Spahn
Advisor at OnePoint BFG Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at OnePoint BFG Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lombard, IL 60148
Credentials
CFP®, ChFC®, Series 63, Series 66
Industry experience
31 years
Kevin Spahn is a financial advisor at OnePoint BFG Wealth Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations and has a long tenure with Northwestern Mutual, having worked there from 1993 to 2025 across various roles. Outside of his advisory work, he is involved in documenting life stories through Quintessence Legacy Planning, a non-investment-related business. OnePoint BFG provides customized financial planning and wealth management services to a diverse client base, including individuals, retirement plans, charitable organizations, trusts, estates, and corporate entities. The firm employs a range of proprietary and third-party investment models, with most client assets managed on a discretionary basis.
Based on OnePoint BFG Wealth Partners
Based on OnePoint BFG Wealth Partners
May charge fixed or flat fees for investment advisory or other services, negotiated with client.
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.85% $1,000,001 - $5,000,000: 1.70% $5,000,000 - Negotiable: Negotiable
Certain advisors are dually registered representatives and receive commissions on brokerage transactions via PKS; commissions are separate from investment advisory fees.
Hourly fees may be charged for financial planning or consulting services, negotiated with client.
Fee-only: Financial planning and consulting fees typically negotiable on a flat fee basis; may also charge hourly or asset-based fees for financial planning and consulting services.
377 Butterfield Road, Suite 430
Lombard, IL 60148
Florida · Illinois
Bleakley Financial Group dba Spahn Financial & OnePoint BFG
2025 - Present (1 year)
Northwestern Mutual Wealth Management Company
2007 - 2025 (18 years)
Northwestern Mutual Investment Management
1994 - 2025 (31 years)
The Northwestern Mutual Life
1993 - 2025 (32 years)
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