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Jon Thomas Spahn

Kingstone Capital Partners Texas, LLC

Bloomington, MN

Frisco, TX

CRD 7964444

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Employer firm

Kingstone Capital Partners Texas, LLC CRD 281593

$182M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Kingstone Capital Partners Texas, Llc

6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-26
  • MN RA
    APPROVED
    Since 2024-11-26

Branch Locations

7900 International Drive, Suite 300, Bloomington, MN 55424 • United States

6160 Warren Parkway Suite 100, Frisco, TX 75034 • 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
Minnesota Valley Country Club Bloomington MN 03/2017 08/2022
Minnesota Valley Country Club Bloomington MN 08/2018 08/2022
Mystic Lake Casino & Hotel Prior Lake MN 10/2019 03/2020
Pathway Ventures Llc Fargo MN 02/2023 06/2024
North Dakota State University Fargo ND 07/2022 04/2024
Kingstone Capital Partners Texas, Llc Frisco TX 05/2022 05/2024
Kingstone Capital Partners Texas, Llc Frisco TX 06/2024 Present
N/A Bloomington MN 06/2014 03/2017
  • 03/2017 → 08/2022
    Minnesota Valley Country Club
    Bloomington, MN
  • 08/2018 → 08/2022
    Minnesota Valley Country Club
    Bloomington, MN
  • 10/2019 → 03/2020
    Mystic Lake Casino & Hotel
    Prior Lake, MN
  • 02/2023 → 06/2024
    Pathway Ventures Llc
    Fargo, MN
  • 07/2022 → 04/2024
    North Dakota State University
    Fargo, ND
  • 05/2022 → 05/2024
    Frisco, TX
  • 06/2024 → Present
    Frisco, TX
  • 06/2014 → 03/2017
    N/A
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-26
  • S65 Uniform Investment Adviser Law Examination
    2024-11-26

View on SEC IAPD

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