Unclaimed Profile

David Alan Sprick

CALIBER WEALTH MANAGEMENT, LLC·OVERLAND PARK, Kansas

SIE, Series 1, Series 6TO, Series 7, Series 22TO, Series 24, Series 63, Series 65ChFCClean record25 years registeredCALIBER WEALTH MANAGEMENT, LLC

6201 COLLEGE BLVD, OVERLAND PARK, KS 66211CRD# 709957Firm CRD# 331165

Profile Verification

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

Identity

David Alan Sprick · OVERLAND PARK, KS

Registration

CRD #709957 · CALIBER WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CALIBER WEALTH MANAGEMENT, LLC

CALIBER WEALTH MANAGEMENT, LLC

Sep 2024 – Mar 2026

OVERLAND PARK, KS

EQUITABLE ADVISORS, LLC

Mar 2001 – Oct 2024

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 6TO

Series 7

Series 22TO

Series 24

Series 63

Series 65

Registration record

First registered · March 26, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALIBER WEALTH MANAGEMENT, LLC

CRD 331165 · SEC 801-130677

AUM

$1.1B

Regulatory assets under management

Employees

5,512 client accounts

Services offered by CALIBER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALIBER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Alan Sprick offer?

David Alan Sprick specializes in Financial Planning, Investment Management.

What are David Alan Sprick's credentials?

David Alan Sprick holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Alan Sprick located?

David Alan Sprick is based in OVERLAND PARK, Kansas, last registered with CALIBER WEALTH MANAGEMENT, LLC.

How does David Alan Sprick charge for services?

David Alan Sprick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALIBER WEALTH MANAGEMENT, LLC?

CALIBER WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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