Broker Check
David Sponhauer, CFP®

David Sponhauer, CFP®

LPL Financial Planner

David, originally from Shelby, MI, grew up on a small hobby farm, carrying the values of his upbringing into every client interaction. Currently residing in Clarksville, MI, with his wife Ashley and two kids, Harrison and Margo. David holds a Bachelors of Business Administration in Accounting and Finance from Grand Valley State University. He complemented his education with the CFP® certification in 2023, driven by a desire to positively impact others by guiding them toward financial success.

David began his career as a paraplanner with Waddell & Reed in 2011, later becoming a licensed advisor in 2015. The pinnacle of his career was achieving the CERTIFIED FINANCIAL PLANNER™ designation in 2023, reflecting his commitment to excellence in financial planning. Known for being detail-oriented and analytical, David incorporates these qualities into his approach to financial planning, driven by a genuine passion for client well-being.

His background, detailed on his professional journey, highlights diverse experiences that shape his interactions with clients. David views each client interaction as an opportunity to leverage his skills, ensuring a tailored approach to address unique financial aspirations.

Beyond finance, David enjoys outdoor activities such as hunting, fishing, and hiking, which provide balance and clarity to his analytical mindset. He also finds joy in woodworking and values quality time spent with his family

 

 

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