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Kade Brian Sparger

Smart Money Group, LLC

Eastland, TX

CRD 7925698

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Employer firm

Smart Money Group, LLC CRD 284187

$424M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Smart Money Group, Llc

106 South Seaman, Eastland, TX 76448 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-30
  • TX RA
    APPROVED
    Since 2024-09-30

Branch Locations

106 South Seaman, Eastland, TX 76448 • 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
Kennedy Financial Services Eastland TX 05/2024 Present
Texas Tech University Lubbock TX 08/2024 05/2026
Texas Tech University Lubbock TX 08/2023 05/2024
Amarillo National Bank Lubbock TX 11/2020 08/2023
Texas Tech University Lubbock TX 08/2018 08/2020
Not Employed Lubbock TX 09/2020 10/2020
Sonic Lubbock TX 05/2020 08/2020
Chicken Express Eastland TX 04/2017 08/2018
Dairy Queen Gorman TX 11/2015 04/2017
  • 05/2024 → Present
    Kennedy Financial Services
    Eastland, TX
  • 08/2024 → 05/2026
    Texas Tech University
    Lubbock, TX
  • 08/2023 → 05/2024
    Texas Tech University
    Lubbock, TX
  • 11/2020 → 08/2023
    Amarillo National Bank
    Lubbock, TX
  • 08/2018 → 08/2020
    Texas Tech University
    Lubbock, TX
  • 09/2020 → 10/2020
    Not Employed
    Lubbock, TX
  • 05/2020 → 08/2020
    Sonic
    Lubbock, TX
  • 04/2017 → 08/2018
    Chicken Express
    Eastland, TX
  • 11/2015 → 04/2017
    Dairy Queen
    Gorman, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-30
  • S65 Uniform Investment Adviser Law Examination
    2024-09-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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