Joseph Bear Bogdan
Investment adviser representative at Sparta Wealth Partners
15 yearsExperience
1 stateRegistered in
$315.8MFirm assets
4 yearsFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Sparta Wealth PartnersJun 2026 to now
- Sparta Wealth PartnerJun 2026 to now
- Northwestern Mutual Wealth Management CompanyAug 2024 to Jun 2026
- Christopher ScearboJan 2024 to Jun 2026
- Northwestern Mutual Wealth Management CompanyDec 2023 to Jan 2024
- Northwestern Mutual Investment Services LLCJan 2023 to Jun 2026
- Northwestern Mutual Life Insurance CompanySep 2022 to Jan 2024
- Scomas San FranciscoJan 2022 to Jul 2022
- Barstool SportsAug 2021 to Dec 2021
- Gravity WaterJan 2021 to Jul 2021
- Bogdan Agriculture SystemsJan 2020 to Jul 2021
- Northern California Travel BallJan 2019 to Dec 2019
- StudentJan 2011 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NC).
Sparta Wealth Partners
Legal name: Total Solutions Enterprise LLC
$315.8MAssets managed
215Clients
7Advisers
4 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
- 7612090
- Firm CRD
- 318036