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Kyler Kinsman Smith

Sagespring Wealth Partners

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About Kyler Kinsman Smith

Kyler Kinsman Smith is a financial advisor with Sagespring Wealth Partners in Frisco, Texas. Kyler has been in the industry since 2023 and has experience working with Edward Jones. Kyler is registered with the state of Texas as a Registered Representative. Kyler holds the Series 7TO and SIE securities licenses and the Series 66 uniform combined state law exam. Kyler also has a strong background in education and has held positions with Frisco/Prosper Schools, Cinemark, The Capital Chart Room, and Texas Tech University. Kyler can provide investment advice, financial planning, and portfolio management services to individuals and businesses.

Firm Information

Kyler Smith is currently registered with Sagespring Wealth Partners. Sagespring Wealth Partners is a registered investment advisor headquartered in FRANKLIN, TN with approximately $5.5 billion in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They also offer a wrap fee program.
Sagespring Wealth Partners

801 CRESCENT CENTRE DRIVE

FRANKLIN, TN 37067

$5.50B

Assets Under Management

Not reported

Total Clients

101

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kyler Smith’s Registration & Firm History

TX

01/18/2024 - Present

Sagespring Wealth Partners (Frisco TX)

TX

03/13/2023 - 10/23/2023

EDWARD JONES (FRISCO TX)

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Licenses & Designations

BOTH

Issued 04/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyler Kinsman Smith.
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