Best Investors Account Sign in
Current Employers
Spartan Wealth Management

32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-08-11
  • MI RA
    APPROVED
    Since 2026-08-11

Branch Locations

32600 Telegraph Road Suite 200, Bingham Farms, MI 48025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. St. Charles IL 10/2009 03/2020
Ameriprise Financial Services, Inc. Farmington Hills MI 10/2009 03/2020
Ameriprise Financial Services, Llc Troy MI 03/2020 05/2026
Lpl Financial Llc Bingham Farms MI 05/2026 Present
Spartan Wealth Management Bingham Farms MI 05/2026 Present
  • 10/2009 → 03/2020
    Ameriprise Financial Services, Inc.
    St. Charles, IL
  • 10/2009 → 03/2020
    Ameriprise Financial Services, Inc.
    Farmington Hills, MI
  • 03/2020 → 05/2026
    Troy, MI
  • 05/2026 → Present
    Lpl Financial Llc
    Bingham Farms, MI
  • 05/2026 → Present
    Bingham Farms, MI
Previous Registrations
  • 2009-10-05 → 2026-05-26
    St Charles, IL
    Farmington Hills, MI
    Bloomfield Hills, MI
    Troy, MI
    Farmington Hills, MI
    Farmington Hills, MI
  • 2009-06-18 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    St. Charles, IL
  • 2008-01-01 → 2009-05-01
    St. Charles, IL
  • 2007-06-26 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    St. Charles, IL
    St. Louis, MO
Other Businesses

1. 5/2026 - Spartan Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 140 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/8/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-25
  • S66 Uniform Combined State Law Examination
    2007-06-25
Other Names
  • Katie Lentz
  • Kathryn Jay
  • Kathryn Jane Lentz
  • Katie Jay
  • Kathryn Jane Jay

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bingham Farms, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor