Unclaimed Profile

Dana Marie Anspach

SENSIBLE MONEY, LLC·SCOTTSDALE, Arizona

Series 6, Series 7, Series 6624 years registeredSENSIBLE MONEY, LLC

4200 N MARSHALL WAY, SCOTTSDALE, AZ 85251CRD# 2585909Firm CRD# 158641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Marie Anspach · SCOTTSDALE, AZ

Registration

CRD #2585909 · SENSIBLE MONEY, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SENSIBLE MONEY, LLC

Jul 2011 – present

WEALTH MANAGEMENT SOLUTIONS

Sep 2006 – Jul 2011

SCOTTSDALE, AZ

HOPKINS PARKER FINANCIAL SERVICES LLC

Oct 2003 – Dec 2005

SCOTTSDALE, AZ

1ST GLOBAL ADVISORS INC

Aug 2001 – Dec 2005

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 66

Registration record

First registered · August 29, 2001

Years registered · 24

Disclosure History

2002Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

SENSIBLE MONEY, LLC

CRD 158641 · SEC 801-110039

AUM

$515M

Regulatory assets under management

Employees

1,221 client accounts

Services offered by SENSIBLE MONEY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SENSIBLE MONEY, LLC →

Introduction

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Frequently Asked Questions

What services does Dana Marie Anspach offer?

Dana Marie Anspach specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Dana Marie Anspach's credentials?

Dana Marie Anspach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Marie Anspach located?

Dana Marie Anspach is based in SCOTTSDALE, Arizona, working with SENSIBLE MONEY, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Dana Marie Anspach charge for services?

Dana Marie Anspach's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SENSIBLE MONEY, LLC?

SENSIBLE MONEY, LLC has approximately 16 employees and manages $515M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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