Mr. Sprague has served as a Registered Financial Consultant since 1991. A partner in Asset Planning Strategies, he specializes in helping retirees (and those approaching retirement) with investment strategies that strive to protect and grow their life savings. Using tools such as estate planning, IRA succession planning, personal money management and tax strategies, Mr. Sprague’s goal is to share a comprehensive perspective with his clients.
With a focus on client education, Mr. Sprague has provided workshops to a variety of groups, including Generations at Botsford Hospital, the Michigan Association of CPAs, and other professional organizations seeking guidance for their members on today’s complicated financial issues. Jeffrey has also been a Five Star Wealth Manager* in 2010, 2011, 2012, 2013 and 2014 as seen in Hour Magazine and business. Jeffery has also co-hosted several radio programs on 760 AM WJR, Sports Radio 1130 AM WDFN,1270 AM WXYT, 97.1 FM The Ticket and 1400 AM WDTK.
Mr. Sprague lives in Farmington Hills, Michigan, where he has served on the Board of Directors for the Farmington/Farmington Hills Chamber of Commerce for the past six years (he is a past Chairperson). A graduate of Wayne State University, Mr. Sprague holds Series 6, 7, 63 and 65 Securities Registrations through First Allied Securities.
Five Star Professional, a third-party research firm, identified pre-qualified award candidates based on industry data and nominations it may have received from various industry firms and individuals in the surrounding area of the candidate. Self-nominations were not accepted and candidates do not pay a fee to be considered or placed on the final list. Award candidates were evaluated against objective eligibility and evaluation criteria including, but not limited to: 1. Credentialed as an investment adviser representative. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review: (1) has not been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; (2) has no more than three settled or pending customer complaints filed against them (excluding dismissed complaints) with any regulatory authority or through Five Star Professional’s consumer complaint process; (3) has not individually contributed to a financial settlement of a customer complaint; (4) never filed for personal bankruptcy; (5) never been convicted of a felony. 4. Accepting new clients. The inclusion of a candidate on the final list should be not construed as an endorsement of the candidate by Five Star or any other organization. The Five Star award is not indicative of the advisor’s future investment success and may not be representative of any one client’s experience. Further, there is no guarantee that the selected advisor will be awarded this recognition by Five Star in the future. For more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.