Unclaimed Profile

Eric J Warren

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

Series 65Clean record6 years registeredSPARTAN PLANNING & WEALTH MANAGEMENT, LLC

1931 NEW GARDEN RD, STE 220, GREENSBORO, NC 27410CRD# 7213119Firm CRD# 166599

Profile Verification

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

Identity

Eric J Warren · GREENSBORO, NC

Registration

CRD #7213119 · SPARTAN PLANNING & WEALTH MANAGEMENT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

BLUEPRINT FINANCIAL ADVISORS

Jan 2025 – present

SPARTAN PLANNING GROUP

Dec 2019 – Jan 2025

Hendersonville, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 24, 2019

Years registered · 6

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 Eric J Warren offer?

Eric J Warren specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Eric J Warren's credentials?

Eric J Warren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric J Warren located?

Eric J Warren 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 Eric J Warren charge for services?

Eric J Warren'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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