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Anne K Spreng-cole

Investment adviser representative at Spreng Capital Management, Inc.
20 yearsExperience
2 statesRegistered in
$300.2MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Spreng Capital Management, Inc.Sep 2023 to now
  2. UnemployedMay 2023 to Sep 2023
  3. Park National BankMay 2006 to May 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (OH, TX).

Spreng Capital Management, Inc.

$300.2MAssets managed
944Clients
3Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7779847
Firm CRD
119902
Advisor's SEC record (opens in a new tab)
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