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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Qualifications

Experience

No timeline events available.
Employer Years Dates
Springboard Asset Management LLC 8 years, 3 months Sep 2011 - Present
Asset Strategies, Inc. 3 years, 11 months Oct 2007 - Sep 2011
Td Ameritrade 11 months Nov 2006 - Oct 2007
Canoga Wealth Mgmt / Securities America 1 year, 3 months Jul 2006 - Oct 2007

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Oct 18, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Dec 2, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Springboard Asset Management LLC

Last updated on March 19, 2019
    • $65.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 361
      Accounts
    • $180.4K
      Estimated Average Account Balance

Fees

Fee Only Advisor
$
This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements