Kirk Spano
Bluemound Asset Management · Franklin, Wisconsin
Kirk Spano is a fee-only financial advisor at Bluemound Asset Management in Franklin, Wisconsin. Bluemound Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kirk →
Facts
| Firm | Bluemound Asset Management |
|---|---|
| Based in | Franklin, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.5M across 44 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 2750933 |
| Exams passed | Series 63 (1996) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | bluemoundam.com |
| Profile |
How Kirk's firm compares
- Bluemound Asset Management's average account is about $580,000, from its Form ADV (assets managed divided by 44 accounts).
Request an introduction to Kirk
Tell Kirk a little about what you're looking for. Kirk isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kirk
Is Kirk Spano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kirk holds no broker registration, and Bluemound Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kirk charge for financial advice?
Kirk's firm, Bluemound Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kirk Spano based?
Kirk Spano is based in Franklin, Wisconsin.
Is Kirk Spano registered with the SEC?
Yes. Kirk Spano is registered as an investment adviser representative in TX and WI (CRD 2750933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Bluemound Asset Management manage?
Bluemound Asset Management reports $25.5M across 44 accounts in assets under management.
How do I contact Kirk Spano?
Through Kirk's website, bluemoundam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.