Kevin Mckinley Schaefer

Employer firm

Spirit West Advisors, LLC CRD 285314

$111M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → Present
  Spirit West Certified Planning, Llc
  Scottsdale, AZ
• 08/2014 → 01/2017
  Gradient Advisors, Llc
  Arden Hills, MN
• 01/2017 → Present
  Spirit West Advisors, Llc
  Scottsdale, AZ
• 08/2004 → Present
  Mojave Land Group, Llc
  Scottsdale, AZ
• 07/2005 → 09/2024
  39Th Street Properties, Llc
  Scottsdale, AZ

Previous Registrations

• 2014-09-12 → 2017-01-05
  Gradient Advisors, Llc
  Scottsdale, AZ
  Arden Hills, MN
• 2012-01-25 → 2014-08-22
  Creativeone Securities, Llc
  Overland Park, KS
  Scottsdale, AZ
• 2010-09-17 → 2011-12-31
  Investment Advisors Corp
  Leawood, KS

Other Businesses

(1) SPIRIT WEST CERTIFIED PLANNING, LLC; INV-RELATED; 4147 N GOLDWATER BLVD, SUITE 101, SCOTTSDALE, AZ 85251; INSURANCE SALES; OWNER/INSURANCE AGENT; START 08/2014; 80 HRS/MO; (2) MOHAVE LAND GROUP, LLC; INV-RELATED; BARE LAND REAL ESTATE INVESTING; NON-MANAGING MEMBER; START 2004, LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY (3) 39th Street Properties, LLC; INV-RELATED; BARE LAND REAL ESTATE INVESTING; MANAGING MEMBER; START 2005, LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY (4) Spirit West Heritage LLC; Not INV-RELATED; HOLDING COMPANY FOR COMMERCIAL REAL ESTATE; START 2018; LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY (5) Spirit West Scottsdale LLC; Not INV-RELATED; HOLDING COMPANY FOR COMMERCIAL REAL ESTATE; START 2021; LESS THAN ONE HOUR A MONTH SPENT ON ACTIVITY

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-12

Designations

• Certified Financial Planner