David Spanier (CRD# 6759623) is an Investment Advisor Representative working at Commonwealth Financial Network in Cedar Rapids, IA and has over 6 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jun 2022 - Current | 1 |
| Strategic Financial Solutions | Cedar Rapids, IA | Jun 2022 - Current | 1 |
| Thrivent Financial | Appleton, WI | Dec 2017 - Jun 2022 | 4 |
| Thrivent Investment Management Inc. | North Liberty, IA | Jul 2017 - Jun 2022 | 4 |
| Thrivent Financial | Appleton, WI | Jul 2017 - Dec 2017 | < 1 |
| Unemployed | Coralville, IA | May 2017 - Jul 2017 | < 1 |
| University Of Iowa | Iowa City, IA | May 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- IA
-
Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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