Qualified Planning

Qualified Planning (CRD# 152546) is a financial advisory firm headquartered in San Diego, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Qualified Planning
Showing 1 - 2 of 2 top financial advisors.
1
David A. Sprenger
CRD#: 3189341
2341 5th Ave, San Diego, CA 92101
90
Wealthminder
score

David Sprenger (CRD# 3189341) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 13 years of experience in the finance industry.

2
Jesse J. Lipscomb
CRD#: 4353680
2341 5th Ave, San Diego, CA 92101
81
Wealthminder
score

Jesse Lipscomb (CRD# 4353680) is an Investment Advisor Representative working at Qualified Planning in San Diego, CA and has over 15 years of experience in the finance industry.

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