David Childs

Employer firm

Spartan Planning Group CRD 166599

$384M regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 01/2012 → Present
  Spartan Planning & Wealth Management
  High Point, NC
• 09/2010 → Present
  The Oechsli Institute
  Greensboro, NC

Other Businesses

DCP COACHING. THIS BUSINESS IS NOT INVESTMENT RELATED. 1020 BROOKSTOWN AVE SUITE 4 COACHING/CONSULTING BUSINESS GROWTH AND CASH FLOW & EFFICIENCY MANAGEMENT PRESIDENT 10/2011 - ~48 HOURS PER MONTH (12 HOURS PER WEEK)

Designations

• Certified Financial Planner