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Kyle William Faszholz

Bluespring Wealth Management, LLC

Austin, TX

Austin, TX

Kestra Advisory Services, LLC

Austin, TX

Austin, TX

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Current Employers
Bluespring Wealth Management, Llc

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-11
  • TX RA
    APPROVED
    Since 2026-05-11

Branch Locations

5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States

Austin, TX • United States

Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-18
  • TX RA
    APPROVED
    Since 2023-09-18

Branch Locations

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Envestnet Asset Management Addison TX 04/2014 09/2019
Lpl Financial Llc Austin TX 04/2021 09/2023
Charles River Development Austin TX 09/2019 08/2020
Riskalyze Austin TX 08/2020 04/2021
Kestra Advisory Services Austin TX 09/2023 Present
Kestra Investment Services, Llc Austin TX 09/2023 Present
Kestra Financial Inc. Minneapolis MN 05/2026 Present
  • 04/2014 → 09/2019
    Envestnet Asset Management
    Addison, TX
  • 04/2021 → 09/2023
    Lpl Financial Llc
    Austin, TX
  • 09/2019 → 08/2020
    Charles River Development
    Austin, TX
  • 08/2020 → 04/2021
    Riskalyze
    Austin, TX
  • 09/2023 → Present
    Kestra Advisory Services
    Austin, TX
  • 09/2023 → Present
    Kestra Investment Services, Llc
    Austin, TX
  • 05/2026 → Present
    Kestra Financial Inc.
    Minneapolis, MN
Previous Registrations
  • 2021-09-30 → 2023-09-19
    Lpl Financial Llc
    Austin, TX
    Fort Mill, SC
  • 2015-01-06 → 2019-11-11
    Envestnet Pmc
    Addison, TX
  • 2013-08-29 → 2014-10-24
    Summa Wealth Management, Llc
    Austin, TX
  • 2009-08-27 → 2013-07-09
    Ubs Financial Services Inc.
    Austin, TX
  • 2008-08-25 → 2008-12-22
    Morgan Stanley & Co. Llc
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-23
S63 Uniform Securities Agent State Law Examination 2008-08-18
  • S65 Uniform Investment Adviser Law Examination
    2008-08-23
  • S63 Uniform Securities Agent State Law Examination
    2008-08-18
Other Names
  • Kyle William Faszholz
  • Kyle Faszholz

View on SEC IAPD

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DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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