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David Andrew Sprenger

Qualified Planning

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About David Andrew Sprenger

David Sprenger is a financial professional with over 15 years of experience in the industry. David is currently registered with Qualified Planning in California and Pennsylvania, and has previously worked with Horace Mann Investors Inc in California. David holds Series 6 and Series 63 licenses and is also a Chartered Financial Consultant. David specializes in financial planning, pension consulting, and portfolio management for individuals. David has a long history of working in the insurance industry and has held leadership positions at Dunhill Marketing & Insurance Services, Inc. David currently works with 148 clients and manages over $32 million in assets for his clients.

Firm Information

David Sprenger is currently registered with Qualified Planning. Qualified Planning is an investment advisory firm located in [Main Office Address]. The firm has 3 licensed agents and 4 investment adviser representatives. They manage approximately $32,576,124 in assets for 148 clients, primarily individuals. Their services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.

$32.58M

Assets Under Management

148

Total Clients

4

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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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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David Sprenger’s Registration & Firm History

CA

11/25/2019 - Present

Qualified Planning (SAN DIEGO CA)

CA

10/17/2002 - 08/19/2008

HORACE MANN INVESTORS INC (VICTORVILLE CA)

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Licenses & Designations

BC

Issued 07/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Andrew Sprenger.
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