DS
CFP
DS
CFP

David Christian Sponhauer

10 Years of Experience
Sells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
1,007 clients
Average Client Portfolio
$384K average
Assets Under Management
$387.0M

Fee Structure

Minimum Investment:None
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Location

3226 28th Street Se, Kentwood, MI, 49512

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

David is an insurance agent for Lakeview Financial Group, LLC since September 2024 and as a sole proprietor since July 2015. These activities each take about 10-20% of his time.

Employment History
Current Registrations
Mattson Financial Services, LLC
September 2024 - Present · 1 yr 5 mos
Previous Registrations
LPL Financial LLCBroker
July 2021 - September 2024 · 3 yrs 2 mos
LPL Financial LLC
July 2021 - September 2024 · 3 yrs 2 mos
Waddell & Reed
June 2015 - July 2021 · 6 yrs 1 mo
Waddell & ReedBroker
February 2015 - July 2021 · 6 yrs 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.