Spartan Planning Group Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

Spartan Planning Group is a Fee Only wealth management and comprehensive financial planning firm. 

Our goal: 
➤Better Service
➤Better Risk Management
➤Better Retirement Income Strategy

We Manage Money For
➤ Individuals & Families
➤ Charitable Foundations & Endowments
➤ Family Offices
➤ 401(k)s & Company Retirement Plans

Find Spartan Planning Group employees' phone numbers or email addresses

Spartan Planning Group Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Spartan Planning Group's Leadership

  • Stylized image of a person
    D. C.
    Chief Listener & Ceo
    Phone icon
  • Stylized image of a person
    I. R.
    Partner & Advisor
    Phone icon
  • Stylized image of a person
    M. J. K.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    S. P.
    Financial Planning Associate
    Phone icon
  • Stylized image of a person
    R. D.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    A. M.
    Executive Assistant
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  • Stylized image of a person
    Q. J.
    Operations Specialist
    Phone icon

Spartan Planning Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Spartan Planning Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Chief Listener & Ceo
    Phone icon
    United StatesNorth Carolina
    Apr 11, 2026
  • Stylized image of a person
    I. R.
    Partner & Advisor
    Phone icon
    Mar 06, 2026
  • Stylized image of a person
    M. J. K.
    Director Of Operations
    Phone icon
    United StatesNorth Carolina
    Nov 15, 2025
  • Stylized image of a person
    S. P.
    Financial Planning Associate
    Phone icon
    United StatesNew Jersey
    Apr 17, 2026
  • Stylized image of a person
    R. D.
    Financial Advisor
    Phone icon
    Mar 04, 2026
  • Stylized image of a person
    A. M.
    Executive Assistant
    Phone icon
    United StatesNorth Carolina
    Oct 24, 2025
  • Stylized image of a person
    Q. J.
    Operations Specialist
    Phone icon
    United StatesNorth Carolina
    Jul 30, 2024

Frequently Asked Questions

What is Spartan Planning Group known for?

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Spartan Planning Group was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 1250 Revolution Mill Drive Suite 127 Greensboro, North Carolina 27405 United States. Explore Spartan Planning Group's company overview page for more information.

What is Spartan Planning Group's most common email format?

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Spartan Planning Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spartan Planning Group email formats with LeadIQ.

How many employees does Spartan Planning Group have currently?

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Spartan Planning Group has approximately 7 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Spartan Planning Group's key employees and leadership?

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As of April 2026, Spartan Planning Group's key employees include:

  • Chief Listener & Ceo: D. C.
  • Partner & Advisor: I. R.
  • Director Of Operations: M. J. K.
  • Financial Planning Associate: S. P.
  • Financial Advisor: R. D.

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