Spartan Wealth Management
We believe in crafting customized strategies that give you confidence in your future. Our plan is to cater to your needs through education and unparalleled personal service, dedicated to your financial freedom, with strategies that aim to provide security during economic uncertainty. With over 100 years of expertise, our team of professionals help you understand your finances and how to maximize your investments. As your life evolves, we are here to help guide your journey to financial success and stability. We are Financial Advisors who invest in you. At Spartan Wealth, we strive to build life-long partnerships with our clients. Securities offered through LPL Financial, Member SIPC. sipc.org. Investment advice offered through Spartan Wealth Management, a registered investment advisor and separate entity from LPL Financial. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Spartan Wealth Management, Spartan Advisory Services LLC and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Verified contacts
21
available on Kipplo
LinkedIn employees
32
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
0
tools in use
Monthly traffic
134
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JM
Jason Martin
Marketing Manager · Advertising & Marketing
EmailPhone - AW
Ari Wagner
Financial Planner · Finance & Accounting
EmailPhone - AM
Anthony Mona
President · General Business & Management
EmailPhone - JG
Jason Glime
President- Employee Benefits · Other
EmailPhone - JM
Joseph Mansoor
Managing Partner, Director of Wealth Management · Finance & Accounting
EmailPhone - MS
Mariam Safeh
Director of Insurance · General Business & Management
EmailPhone - NY
Nicole Yates
Director of Operations · Operations
EmailPhone - JO
Jeff Osaer
Vice President - Financial Consultant · Finance & Accounting
EmailPhone - AS
Adam Smith
Client Services Associate · Customer/Client Service
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Spartan Wealth Management
17 distinct titles indexed · top 10 shown.
- 2financial planner
- 2managing partner
- 1assistant
- 1chief client officer
- 1client services associate
- 1director of insurance
- 1director of operations
- 1director of operations employee benefits
- 1financial planning associate
- 1managing partner, director of wealth management
- +7more titles
Sign up to unlock all 21 contacts at Spartan Wealth Management
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