David Sprenger
ChFC®, CLU®Professional Summary
David Sprenger, ChFC®, CLU®, who also goes by David Andrew Sprenger, is a registered financial advisor currently at QUALIFIED PLANNING located in San Diego, California and THE LEADERS GROUP, INC. located in Summit, New Jersey. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. David has worked at 4 firms and has passed the Series 63, SIE, Series 6TO and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Andrew Sprenger
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Credentials
Years of Experience
24 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Current Firm
FREEDOM INSURANCE SOLUTIONS, INC. DBA J.R. FINANCIAL & INSURANCE SERVICES | STRATEGY SQUAD | QUALIFIED PLANNING | IRA SOLUTIONS, INC.
Contact Information
Main Address
2635 Camino Del Rio South Ste. 210, San Diego, CA 92108Phone Number
(619) 309-4700# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
159AUM (Assets Under Management)
$44,617,104Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
State Registrations and Notice Filings
(11/25/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Sep 2026About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2002About the Series 6 examSRO Registrations
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC
CRS (Client Relationship Summary) - RIA
Click below to view David Sprenger's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
MEASURED RISK PORTFOLIOS
SCHWAB WEALTH ADVISORY, INC.
CETERA INVESTMENT ADVISERS LLC