Steven Michael Nofar
Investment adviser representative at Spartan Wealth Management
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm in business
Are you Steven Michael Nofar? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- LPLDec 2024 to now
- Spartan Wealth ManagementNov 2024 to now
- Spartan Wealth Advisory ServicesOct 2024 to now
- Nofar Law PllcNov 2014 to now
- Cadaret Grant & Co., Inc.Nov 2020 to Dec 2024
- Cambridge Investment Research Advisors, Inc.Aug 2018 to Nov 2020
- Sequoia Financial Advisors, LLCMar 2017 to Oct 2017
- Cohen & Company, LtdFeb 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MI).
Spartan Wealth Management
Legal name: Spartan Wealth Advisory Services LLC
$1.5BAssets managed
1,176Clients
21Advisers
1 yearIn 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
- 6380456
- Firm CRD
- 331719