Steven
Sprague

American Retirement Planning Group Inc

CRD#4315757
Investment Advisor
in Las Vegas, NV

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About this Advisor

Steven Sprague is a financial advisor based in Las Vegas, Nevada with 1 year of relevant experience. Sprague is an employee of American Retirement Planning Group Inc. The advisor has gained experience at The Medical Transport, Bulman Wealth Group, Sprague Insurance Agency, Cascade Training, Pro-Transport, Cap Holding Company LLC, Retirement Wealth Advisors, Integrated Financial Settlements Dba Bulman Wealth Group, Easy Box Method, LLC and Chris Bulman Inc. Sprague has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Nevada. American Retirement Planning Group Inc is a firm that has its headquarters in Las Vegas, NV. It oversees $209 million in total assets between its 894 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 894 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely depend on the services provided. Fee types billed by American Retirement Planning Group Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3303 Novat St. Suite 100
Las Vegas, NV 89129

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American Retirement Planning Group Inc Brokerage Details

Total Assets Under Management

$209,314,304

NV Average: $664,206,839
Total Number of Employees

7

NV Average: 10
Total Number of Accounts

894

NV Average: 1,698
Average Account Size

$234,132

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Steven Sprague Work History

Steven has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Chris Bulman Inc

2020 - Present (4 years)

Easy Box Method, LLC

2017 - Present (7 years)

Retirement Wealth Advisors

2015 - Present (9 years)

Bulman Wealth Group

2013 - Present (11 years)

Cap Holding Company LLC

2018 - 2021 (3 years)

Integrated Financial Settlements Dba Bulman Wealth Group

2014 - 2015 (1 year)

Pro-Transport

2012 - 2019 (7 years)

Cascade Training

2008 - 2014 (6 years)

The Medical Transport

2000 - 2015 (15 years)

Sprague Insurance Agency

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Sprague to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at American Retirement Planning Group Inc

Matthew Dahl
Las Vegas, NV
Alec Unruh
Las Vegas, NV
Steven Sprague
Las Vegas, NV
Dwight Machael
Las Vegas, NV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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