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James Allen Spreng

SPRENG CAPITAL MANAGEMENT, INC.·BUCYRUS, Ohio
Series 7, Series 63, Series 65Clean record26 years registeredSPRENG CAPITAL MANAGEMENT, INC.
201 SOUTH SANDUSKY AVENUE, BUCYRUS, OH 44820CRD# 2899030Firm CRD# 119902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Allen Spreng · BUCYRUS, OH
Registration
CRD #2899030 · SPRENG CAPITAL MANAGEMENT, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · August 19, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SPRENG CAPITAL MANAGEMENT, INC.
CRD 119902 · SEC 801-110082
AUM
$220M
Regulatory assets under management
Employees
4
1,541 client accounts
Services offered by SPRENG CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does James Allen Spreng offer?
James Allen Spreng specializes in Financial Planning, Investment Management. Contact their office in BUCYRUS, Ohio for a consultation.
What are James Allen Spreng's credentials?
James Allen Spreng is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Allen Spreng located?
James Allen Spreng is based in BUCYRUS, Ohio, working with SPRENG CAPITAL MANAGEMENT, INC.. Their office serves clients in the BUCYRUS metropolitan area and surrounding communities.
How does James Allen Spreng charge for services?
James Allen Spreng's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPRENG CAPITAL MANAGEMENT, INC.?
SPRENG CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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