Avery Anthony Mona

Employer firm

Spartan Wealth Management CRD 331719

$1.48B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 05/2021
  Middle School And High School
  Detroit, MI
• 08/2021 → 05/2022
  Central Michigan University
  Mount Pleasant, MI
• 08/2022 → 05/2025
  Wayne State University
  Detroit, MI
• 08/2022 → Present
  Lpl Financial
  Bingham Farms, MI
• 11/2015 → 08/2022
  Unemployed
  Bloomfield Hills, MI
• 12/2025 → Present
  Spartan Wealth Management
  Bingham Farms, MI

Other Businesses

1) 11/2025 - Spartan Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-22