Anne
Spreng-Cole

Spreng Capital Management, Inc

CRD#7779847
Investment Advisor
in Bucyrus, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Anne Spreng-Cole is a financial advisor based in Bucyrus, Ohio, working with Spreng Capital Management, Inc. Anne has previously held positions at Park National Bank and Spreng Capital Management. Anne has passed the Series 65 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Anne is part of Spreng Capital Management, Inc, which operates out of Bucyrus, Ohio. The firm has 4 employees and manages assets totaling $219.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Spreng Capital Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

201 South Sandusky Avenue
Bucyrus, OH 44820

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Spreng Capital Management, Inc Brokerage Details

Total Assets Under Management

$219,695,484

OH Average: $2,106,341,625
Total Number of Employees

4

OH Average: 34
Total Number of Accounts

1,541

OH Average: 1,972
Average Account Size

$142,567

OH Average: $1,068,125

Investment Advisory Services

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

Anne Spreng-Cole Work History

2023 - Present (1 year)

Spreng Capital Management

2006 - 2023 (17 years)

Park National Bank

Disclosures

Please visit the SEC profile of Anne Spreng-Cole 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 Spreng Capital Management, Inc

James Spreng
Bucyrus, OH
Anne Spreng-Cole
Bucyrus, OH
Thomas Brown
Bucyrus, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started