Joseph Merrell Maas
Investment adviser representative at Spg Advisors LLC
29 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$535.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Spg Advisors LLCNov 2018 to now
- Rowan Street Advisors, LLCMar 2015 to now
- Synergy Mergers + Acquisitions, LLCMar 2005 to now
- Synergy Asset Management, LLCOct 2001 to now
- Synergy Financial Services, Inc.Aug 1997 to now
Designations
- CFA
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (AZ, WA).
Spg Advisors LLC
$535.4MAssets managed
692Clients
9Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2170891
- Firm CRD
- 284496