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Dana Marie Anspach

Sensible Money, LLC

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About Dana Marie Anspach

Dana Marie Anspach is a financial advisor with Sensible Money, LLC. Dana has been in the financial services industry since 1995 and is registered with the state of Arizona, Louisiana, Massachusetts, and Texas. Dana is a Certified Financial Planner™ and specializes in financial planning, portfolio management, and selection of other advisors. Dana has over 20 years of experience helping individuals and families achieve their financial goals.

Firm Information

Dana Anspach is currently registered with Sensible Money, LLC. Sensible Money, LLC is an investment advisor registered with the SEC, headquartered in Scottsdale, Arizona. They offer financial planning and portfolio management services to individuals and families, including high-net-worth individuals. They also provide selection of other advisors services. Sensible Money manages over $515 million in assets for 1,221 clients.
Sensible Money, LLC

4200 N MARSHALL WAY

SCOTTSDALE, AZ 85251

$515.48M

Assets Under Management

66

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Dana Anspach’s Registration & Firm History

AZ

09/08/2011 - Present

Sensible Money, LLC (SCOTTSDALE AZ)

TX

07/26/2001 - 12/31/2005

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

NY

01/12/2000 - 07/18/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

KS

03/07/1995 - 12/15/1999

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/28/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/06/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dana Marie Anspach.
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