David Sprick, Chfc, Clu, Ricp®

David Sprick, Chfc, Clu, Ricp® Email and Phone Number

Financial Advisor and Owner @ Caliber Wealth Management
Kansas City, MO, US
David Sprick, Chfc, Clu, Ricp®'s Location
Kansas City Metropolitan Area, United States, United States
David Sprick, Chfc, Clu, Ricp®'s Contact Details
About David Sprick, Chfc, Clu, Ricp®

I created Evolution Advisors in 2010 with the desire to provide panoramic financial planning in an approachable, engaging, and energetic environment to individuals who seek collaboration and value advice. We continuously strive to create better outcomes for our clients and help them improve and organize their financial lives. Our process provides confidence and clarity so that our clients may feel unburdened and empowered. While we are not all things to all people, we are all things to some people. Our deep, valued relationships are built upon non-negotiable honesty and integrity, and it’s with this foundation that we are able to provide an elevated client experience.www.evolutionadvisors.org

David Sprick, Chfc, Clu, Ricp®'s Current Company Details
Caliber Wealth Management

Caliber Wealth Management

View
Financial Advisor and Owner
Kansas City, MO, US
Website:
raymondjames.com
Employees:
18734
David Sprick, Chfc, Clu, Ricp® Work Experience Details
  • Caliber Wealth Management
    Financial Advisor And Owner
    Caliber Wealth Management
    Kansas City, Mo, Us
  • Evolution Advisors
    Partner
    Evolution Advisors Jan 2010 - Present
    Partnering with clients to achieve their financial goals.
  • Equitable Advisors
    Financial Planner
    Equitable Advisors Jan 1980 - Present
  • Axa Advisors
    Qualified Plan Specialist
    Axa Advisors Jan 1996 - Jan 2020
    New York, Ny, Us
  • Axa Advisors
    Vice President, Professional Advisors Group
    Axa Advisors Jan 2006 - Feb 2009
    New York, Ny, Us
    Developing strategies and platforms for accountants and CPA firms wishing to offer their clients a multi-disciplinary approach to their taxes, finances and wealth management.

David Sprick, Chfc, Clu, Ricp® Skills

401k Asset Allocation Financial Services Retirement Planning Wealth Management

David Sprick, Chfc, Clu, Ricp® Education Details

  • University Of Missouri-Columbia
    University Of Missouri-Columbia
    Accounting
  • Webster Groves High School
    Webster Groves High School

Frequently Asked Questions about David Sprick, Chfc, Clu, Ricp®

What company does David Sprick, Chfc, Clu, Ricp® work for?

David Sprick, Chfc, Clu, Ricp® works for Caliber Wealth Management

What is David Sprick, Chfc, Clu, Ricp®'s role at the current company?

David Sprick, Chfc, Clu, Ricp®'s current role is Financial Advisor and Owner.

What is David Sprick, Chfc, Clu, Ricp®'s email address?

David Sprick, Chfc, Clu, Ricp®'s email address is da****@****ail.com

What is David Sprick, Chfc, Clu, Ricp®'s direct phone number?

David Sprick, Chfc, Clu, Ricp®'s direct phone number is +181691*****

What schools did David Sprick, Chfc, Clu, Ricp® attend?

David Sprick, Chfc, Clu, Ricp® attended University Of Missouri-Columbia, Webster Groves High School.

What are some of David Sprick, Chfc, Clu, Ricp®'s interests?

David Sprick, Chfc, Clu, Ricp® has interest in Family, Politics And College Sports, Cooking, Theatre, Politics And Bicycle Riding And Running.

What skills is David Sprick, Chfc, Clu, Ricp® known for?

David Sprick, Chfc, Clu, Ricp® has skills like 401k, Asset Allocation, Financial Services, Retirement Planning, Wealth Management.

Who are David Sprick, Chfc, Clu, Ricp®'s colleagues?

David Sprick, Chfc, Clu, Ricp®'s colleagues are Sharron Halvorson, Billie Barz, Andrew Porterfield, Frank Washington, Margarita Zubkus, Ashley G. Moss, Cfp®, Aams®, Wms, Aditya Jha.

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