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Allison Loraine Howard

Bluespring Wealth Management, LLC

Austin, TX

Lexington, KY

CRD 7832160

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Employer firm

Bluespring Wealth Management, LLC CRD 152667

$5.43B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Bluespring Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-24
TX RA APPROVED 2026-06-24
  • KY RA
    APPROVED
    Since 2026-06-24
  • TX RA
    APPROVED
    Since 2026-06-24

Branch Locations

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

998 Governors Ln Suite 325, Lexington, KY 40513 • 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
Joule Financial Lexington KY 05/2023 06/2026
Radwan, Brown, & Company Lexington KY 01/2021 04/2023
Chick-Fil-A Lexington KY 05/2014 01/2021
Student Nicholasville/Wilmore KY 08/2004 05/2020
Kestra Financial Inc. Lexington KY 06/2026 Present
  • 05/2023 → 06/2026
    Joule Financial
    Lexington, KY
  • 01/2021 → 04/2023
    Radwan, Brown, & Company
    Lexington, KY
  • 05/2014 → 01/2021
    Chick-Fil-A
    Lexington, KY
  • 08/2004 → 05/2020
    Student
    Nicholasville/Wilmore, KY
  • 06/2026 → Present
    Kestra Financial Inc.
    Lexington, KY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-14
  • S65 Uniform Investment Adviser Law Examination
    2024-03-14
Other Names
  • Allison H Howard

View on SEC IAPD

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