Unclaimed Profile

Alexander Lee Wagner

SPARTAN WEALTH MANAGEMENT·BINGHAM FARMS, Michigan

SIE, Series 7, Series 66Clean record14 years registeredSPARTAN WEALTH MANAGEMENT

32600 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 5859258Firm CRD# 331719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alexander Lee Wagner · BINGHAM FARMS, MI

Registration

CRD #5859258 · SPARTAN WEALTH MANAGEMENT · 14 years registered

Brand Profile

Not yet started

Career History

SPARTAN WEALTH MANAGEMENT

Nov 2024 – present

CADARET GRANT & CO INC

Nov 2020 – Jul 2025

Birmingham, MI

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2016 – Nov 2020

Birmingham, MI

AXA ADVISORS, LLC

Feb 2012 – Jun 2015

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 17, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPARTAN WEALTH MANAGEMENT

CRD 331719 · SEC 801-131368

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SPARTAN WEALTH MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPARTAN WEALTH MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Alexander Lee Wagner offer?

Alexander Lee Wagner specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BINGHAM FARMS, Michigan for a consultation.

What are Alexander Lee Wagner's credentials?

Alexander Lee Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alexander Lee Wagner located?

Alexander Lee Wagner is based in BINGHAM FARMS, Michigan, working with SPARTAN WEALTH MANAGEMENT. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.

How does Alexander Lee Wagner charge for services?

Alexander Lee Wagner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPARTAN WEALTH MANAGEMENT?

SPARTAN WEALTH MANAGEMENT has approximately 21 employees. The firm is registered with the SEC as an investment adviser.

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