Connor P Holton
Investment adviser representative at Spartan Wealth Management
9 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
9 years in the industry.
- LPL Financial LLCJul 2025 to now
- Spartan Wealth ManagementApr 2025 to now
- Cadaret, Grant & Co., Inc.Apr 2025 to Jul 2025
- LPL FinancialJan 2024 to Apr 2025
- Cambridge Investment Research, Inc.Apr 2022 to Jan 2024
- Encore Capital GroupAug 2020 to Mar 2022
- Deanna Kelley PllcOct 2019 to Jul 2020
- Limited LLCAug 2018 to Sep 2019
- Golden's LandscapingMay 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7536691
- Firm CRD
- 331719