TrueAdvisor
TrueAdvisor
CS
CS

Chad Sprecher

Allspring Funds Management, LLC
25 Years of Experience
Westerville, OH
Broker
View SEC Summary
View SEC Summary

Chad Sprecher is a registered investment advisor at Allspring Funds Management, LLC, based in Westerville, OH, with 25 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 10,118 clients with $320B in assets under management.

Allspring Funds Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
85 advisors
Number of Clients
10,118 clients
Average Client Portfolio
$32.1M average
Assets Under Management
$324.7B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees are negotiated with each managed account program sponsor and client, generally falling within a range of 0.06% to 0.75% of assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Westerville, OH

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Chad is a silent/inactive minority investor in BCCM Consortium Coffee, a retail coffee store, since 2014. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Allspring Funds Management, LLC
May 2015 - Present · 11 yrs 5 mos
Allspring Funds Distributor, LLC
May 2015 - Present · 11 yrs 5 mos
Allspring Funds Distributor, LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
January 2011 - May 2015 · 4 yrs 4 mos
J.P. Morgan Asset Management
January 2006 - November 2009 · 3 yrs 10 mos
Jpmorgan Asset Management
December 2004 - December 2005 · 1 yr
Jpmorgan Distribution Services, INC.Broker
December 2004 - January 2011 · 6 yrs 1 mo
Jpmorgan Fleming Asset Management
March 2003 - December 2004 · 1 yr 9 mos
Banc One Securities CorporationBroker
April 2001 - December 2002 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
August 2000 - February 2001 · 6 mos
Ids Life Insurance CompanyBroker
August 2000 - February 2001 · 6 mos
State Registrations3 states
OHPAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Westerville, OH →All financial advisors in Ohio →