Unclaimed Profile

Blaise Stevens

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC·GREENSBORO, North Carolina

SIE, Series 7, Series 24, Series 66CFP ChFCClean record18 years registeredSPARTAN PLANNING & WEALTH MANAGEMENT, LLC

1931 NEW GARDEN RD, STE 220, GREENSBORO, NC 27410CRD# 5519296Firm CRD# 166599

Profile Verification

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

Identity

Blaise Stevens · GREENSBORO, NC

Registration

CRD #5519296 · SPARTAN PLANNING & WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ADVISORY PARTNERS

Aug 2021 – present

SPARTAN PLANNING GROUP

Jul 2018 – Jun 2021

GREENSBORO, NC

PRUDENTIAL FINANCIAL PLANNING SERVICES

May 2014 – Jul 2018

CHARLOTTE, NC

PRINCOR FINANCIAL SERVICES CORPORATION

May 2008 – Jun 2014

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 30, 2008

Years registered · 18

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

CRD 166599 · SEC 801-118622

AUM

$280M

Regulatory assets under management

Employees

892 client accounts

Services offered by SPARTAN PLANNING & WEALTH MANAGEMENT, LLC

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 PLANNING & WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Blaise Stevens offer?

Blaise Stevens specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Blaise Stevens's credentials?

Blaise Stevens holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Blaise Stevens located?

Blaise Stevens is based in GREENSBORO, North Carolina, working with SPARTAN PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Blaise Stevens charge for services?

Blaise Stevens's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPARTAN PLANNING & WEALTH MANAGEMENT, LLC?

SPARTAN PLANNING & WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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