David Christian Sponhauer

Employer firm

Mattson Financial Services, LLC CRD 153067

$515M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars
• 401K CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 07/2021
  Waddell & Reed Inc
  Grand Rapids, MI
• 11/2014 → 07/2021
  Langschied Financial
  Grand Rapids, MI
• 07/2015 → 07/2021
  David Sponhauer, Sole Proprietor
  Grand Rapids, MI
• 03/2017 → 03/2018
  Uber Technologies Inc
  Grand Rapids, MI
• 03/2017 → 03/2018
  Lyft Inc
  Long Island City, NY
• 11/2019 → 07/2021
  Elijah Frank Woodworking
  Grand Rapids, MI
• 07/2021 → 08/2024
  Ionia Innovators
  Ionia, MI
• 07/2021 → 09/2024
  Lpl Financial Llc
  Ionia, MI
• 06/2015 → 07/2021
  Waddell & Reed Inc
  Grand Rapids, MI
• 09/2024 → Present
  Mattson Financial Services, Llc
  Kenwood, MI
• 09/2024 → Present
  Lakeview Financial Group, Llc
  Kentwood, MI

Previous Registrations

• 2021-07-21 → 2024-09-03
  Lpl Financial Llc
  Muskegon, MI
  Ionia, MI
  Grand Rapids, MI
  Orange, CT
• 2015-06-30 → 2021-07-21
  Waddell & Reed
  Kentwood, MI
  Grand Rapids, MI
  Grand Rapids, MI
  Hamden, CT
  Ionia, MI
  Muskegon, MI

Other Businesses

Lakeview Financial Group, LLC; Yes; Insurance Sales; Insurance Agent; 09/2024; 20/ HRS MO; 20/ HRS MO David Sponhauer, Sole Proprietor; Yes; Insurance Sales; Insurance Agent; 07/2015; 20/ HRS MO; 20/ HRS MO

Exams

• S66 Uniform Combined State Law Examination
  2015-06-29

Designations

• Certified Financial Planner

Other Names

• Dave Christian Sponhauer