Lora Marie Anstaett
Investment adviser representative at Bluespring Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Bluespring Wealth Management, LLCJun 2026 to now
- Kestra Financial Inc.Jun 2026 to now
- Ritter Daniher Financial AdvisoryDec 2013 to Jun 2026
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Bluespring Wealth Management, LLC
$5.4BAssets managed
3,250Clients
45Advisers
16 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
- 8199913
- Firm CRD
- 152667