Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Oliver Sprecher is a registered investment advisor representative. Chad has been in the financial industry since 2001 and has worked for several firms, including J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., BANC ONE SECURITIES CORPORATION, American Express Financial Advisors Inc., and IDS LIFE INSURANCE COMPANY. Chad is currently registered with Allspring Funds Management, LLC. Chad is licensed in Ohio, Pennsylvania, and West Virginia and specializes in providing financial planning and investment advisory services to high-net-worth individuals, corporations, and other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
05/27/2015 - Present
Allspring Funds Management, LLC (Westerville OH)
NY
01/03/2011 - 05/18/2015
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
12/13/2004 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
IL
04/02/2001 - 12/19/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
08/11/2000 - 02/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/11/2000 - 02/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/27/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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