Zakerie Thompson
Investment adviser representative at Spartan Wealth Management
11 yearsExperience
1 stateRegistered in
$1.5BFirm assets
1 yearFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Spartan Wealth ManagementJan 2026 to now
- LPL Financial LLCJul 2025 to now
- Spartan Wealth Advisory Services, LLCOct 2024 to now
- Cadaret, Grant & Co., Inc.Jan 2024 to Jul 2025
- Bank of America, N.A.Feb 2023 to Jan 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Jan 2024
- J.W. Advisors, IncMar 2022 to Nov 2022
- J.W. Cole Financial, IncAug 2021 to Nov 2022
- Northern TrustMar 2018 to Jul 2021
- AXA AdvisorsJan 2018 to Mar 2018
- Equitable Financial Life InsuranceDec 2017 to Mar 2018
- NASep 2017 to Dec 2017
- Phaidan InternationalDec 2016 to Sep 2017
- Dickey's Bbq PitOct 2016 to Dec 2016
- Holiday StationFeb 2016 to Dec 2016
- University of Minnesota-duluthJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
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
- 6400706
- Firm CRD
- 331719