Spartan Wealth Management Employee Directory

Financial ServicesMichigan, United States11-50 Employees

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 Cadaret Grant & Co. Inc. a Member FINRA/SIPC. Advisory Services offered through Spartan Wealth Advisory Services LLC, a Registered Investment Advisor. 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 Cadaret Grant & Co. Inc. are separate entities.
 
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements.
 
Cadaret, Grant & Co., Inc. representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.

Find Spartan Wealth Management employees' phone numbers or email addresses

Spartan Wealth Management Global Highlights

Location
Employees

North America
46

Minus sign iconPlus sign icon
  • United States Of America
    45
  • Canada
    1

Spartan Wealth Management's Leadership

  • Stylized image of a person
    B. M.
    Ceo, Managing Partner
    Phone icon
  • Stylized image of a person
    B. C.
    Chief Sales Officer (cso)
    Phone icon
  • Stylized image of a person
    D. D.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    J. O.
    Vice President - Financial Consultant
    Phone icon
  • Stylized image of a person
    J. G.
    President- Spartan Benefit Advisors
    Phone icon
  • Stylized image of a person
    A. M.
    President
    Phone icon
  • Stylized image of a person
    J. G.
    Fractional Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    C. S.
    Owner@ Spartan Wealth
    Phone icon

Contact profiles from Spartan Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. O.
    Vice President - Financial Consultant
    Phone icon
    United StatesMichigan
    Dec 02, 2025
  • Stylized image of a person
    M. S.
    Director Of Insurance
    Phone icon
    United StatesMichigan
    Dec 09, 2025
  • Stylized image of a person
    K. A. G.
    Director Of Operations/Employee Benefits
    Phone icon
    United StatesMichigan
    Dec 09, 2025
  • Stylized image of a person
    K. W.
    Director Of Retirement Plans
    Phone icon
    United StatesMichigan
    Dec 09, 2025
  • Stylized image of a person
    N. Y.
    Director Of Operations
    Phone icon
    United StatesMichigan
    Dec 09, 2025
  • Stylized image of a person
    C. C.
    Director Of Finance
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    C. Y.
    Director Of Finance
    Phone icon
    United StatesMichigan
    Dec 09, 2025
  • Stylized image of a person
    Z. T.
    Wealth Manager, Cadaret Grant & Co. Inc
    Phone icon
    United StatesMichigan
    Dec 09, 2025
  • Stylized image of a person
    J. M.
    Marketing Manager
    Phone icon
    Dec 09, 2025
  • Stylized image of a person
    C. V.
    Retirement Plan Manager
    Phone icon
    United StatesMichigan
    Dec 02, 2025

Frequently Asked Questions

What is Spartan Wealth Management known for?

Minus sign iconPlus sign icon
Spartan Wealth Management was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in 32600 Telegraph Road, Suite 200. Explore Spartan Wealth Management's company overview page for more information.

What is Spartan Wealth Management's most common email format?

Minus sign iconPlus sign icon
Spartan Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Spartan Wealth Management email formats with LeadIQ.

How many employees does Spartan Wealth Management have currently?

Minus sign iconPlus sign icon
Spartan Wealth Management has approximately 29 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Spartan Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Spartan Wealth Management's key employees include:

  • Ceo, Managing Partner: B. M.
  • Chief Sales Officer (cso): B. C.
  • Chief Investment Officer: D. D.
  • Vice President - Financial Consultant: J. O.
  • President- Spartan Benefit Advisors: J. G.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.