Richelle Leigh Verran

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

• 02/2013 → 07/2019
  Raymond James Financial Services,Inc
  Flint, MI
• 04/2013 → 07/2019
  Raymond James Financial Services Advisors Inc.
  Flint, MI
• 06/2013 → 07/2019
  Stephens Wealth Management Group
  Flint, MI
• 09/2024 → 07/2025
  Cadaret Grant & Co., Inc.
  Bingham Farms, MI
• 07/2025 → Present
  Lpl Financial Llc
  Bingham Farms, MI
• 09/2024 → Present
  Spartan Wealth Management
  Bingham Farms, MI
• 07/2019 → 09/2024
  Raymond James & Associates, Inc.
  Flint, MI

Previous Registrations

• 2024-09-09 → 2025-07-07
  Cadaret, Grant & Co., Inc.
  Bingham Farms, MI
  Syracuse, NY
• 2019-07-16 → 2024-09-06
  Raymond James & Associates, Inc.
  Birmingham, MI
• 2013-04-26 → 2019-04-17
  Raymond James Financial Services Advisors, Inc
  Flint, MI
• 2010-10-29 → 2012-08-23
  Morgan Stanley
  Grand Blanc, MI

Other Businesses

1. 07/2025 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business) - Bingham Farms, MI - INV REL - Start Date 09/02/2024 - 160hrs/mth | 160hrs during trading 2. 08/07/2025 - Spartan Wealth Management- Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 09/02/2024 - 160 hours per month/ during trading - I provide administrative support to Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 09/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2010-10-27
• S63 Uniform Securities Agent State Law Examination
  2003-12-29

Other Names

• Richelle Leigh Thompson
• Richelle Leigh Veldhuizen
• Richelle Leigh Thompson
• Richelle Leigh Verran