professional profile
Dave J Spano, CFP
Overview
Dave J Spano is an insurance agent and an investment adviser representative based in Brookfield, WI, with 39 years in the industry.
- Years in the industry
- 39
- States licensed
- 1
- States registered
- 19
- Exams passed
- 2
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Licensed in 1 state
- Registered in 19 states
3 lines of authority, with every state and its dates
Firms
- Annex Wealth Management, LLCCurrent firm
Employment history since 1995
Carriers
Carrier appointments, active and past
Book and practice
Firm assets under management on file
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