SM
Sandra M. Maynard
STAGE 2 PLANNING PARTNERS LLC
S Burlington, VT 05403
Some features on this profile are disabled
CRD#: 2101732
SM
Professional summary
Sandra Marie Maynard, ChFC®, CLU®, who also goes by Sandra Marie Lacroix, Sandra M Lacroix, Sandra L Maynard, is a registered financial advisor currently at STAGE 2 PLANNING PARTNERS LLC located in S Burlington, Vermont.
Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Sandra has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sandra Marie Lacroix | Sandra M Lacroix | Sandra L Maynard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Business Name: Sandra Maynard Financial Inc Investment Related: No Address: 1233 Shelburne Road E-6 S. Burlington VT 05403 Nature of Business: Other Other/None of the Above S Corp is used only to file my taxes Position, Title or Relationship: President Start Date: 11/2/2002 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 51% - 60% (71 - 84 hours) Duties: compile tax forms and submit to my tax preparer
Business Name: Christ the King Investment Related: No Address: 136 Locust Street Burlington VT 05401 Nature of Business: Other Other/None of the Above I am a member of the finance council of my church Position, Title or Relationship: Member of the finance council Start Date: 5/1/2002 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend quarterly meetings
Business Name: Rice Memorial High School Investment Related: No Address: 99 Proctor Ave S. Burlington VT 05403 Nature of Business: Other Other/None of the Above I keep the score book for the boys JV/Varsity Basketball teams Position, Title or Relationship: Other,scorekeeper for boys basketball
paid $40 per home event (2 games each home event)volunteer my time for away games Start Date: 12/01/2008 Hours devoted to business outside trading hours: 5;
Business Name: Stampin' Up Investment Related: No Address: 310 Woodbine Road Shelburne VT 05482 Nature of Business: Other Other/None of the Above demonstrator Position, Title or Relationship: Other,demonstator Start Date: 2/15/2010 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: create and teach others how to make cards and scrapbook pages
Business Name: Lambert Co, LLC Investment Related: No Address: 310 Woodbine Road Shelburne VT 05482 Nature of Business: Other Other/None of the Above small family restaurant Position, Title or Relationship: my husband and I will be sole owners. Start Date: 6/30/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: My duties will be to coordinate with CPA, payroll, and attorney when paperwork needs to be completed. I will not be working in the restaurant day to day.
Business Name: Insurance agent; Investment Related: Yes Address: 1233 Shelburne Road E-6 S. Burlington VT 05403 Nature of Business: insurance Position, Title or Relationship: selling insurance and long term care insurance; Start Date: 3/11/2002 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: meet with insurance clients
Business Name: Christ the King/St. Anthony Church Investment Related: No Address: 305 Flynn Ave, Burlington VT 05401 Nature of Business: Other Other/None of the Above Title or Relationship: member of the 15 person finance council Start Date: 01/01/2004 Hours devoted to business outside trading hours: 1; Duties: Review financial information, vote on how money is spent as 1 of 15 votes
CRS (Client Relationship Summary) - RIA
Click below to view Sandra Marie Maynard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
September 27, 2022 - Present
STAGE 2 PLANNING PARTNERS LLC
Office #1: 1233 Shelburne Rd E6, S Burlington, VT 05403RIA
CRD#: 323281
S Burlington, VT
Past
September 28, 2016 - April 13, 2023
STAGE 2 PLANNING PARTNERS
RIA
CRD#: 284590
SOUTH BURLINGTON, VT
Past
April 21, 2016 - September 28, 2016
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
SOUTH BURLINGTON, VT
Past
January 16, 2003 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SOUTH BURLINGTON, VT
Past
December 4, 2002 - September 28, 2016
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
SOUTH BURLINGTON, VT
Past
June 8, 1999 - December 4, 2002
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
WILLISTON, VT
Past
November 14, 1990 - December 4, 2002
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
November 14, 1990 - December 4, 2002
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/17/2023)
IAR
New York(1/4/2023)
IAR
Texas(9/27/2022)
IAR
Vermont(1/3/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
S2
STAGE 2 PLANNING PARTNERS LLC
STAGE 2 PLANNING PARTNERS LLC
CRD#: 323281 / SEC#:
Florida
Registered Investment Advisory firm - (3/17/2023 Approved)New York
Registered Investment Advisory firm - (1/4/2023 Approved)Texas
Registered Investment Advisory firm - (9/20/2022 Conditional Restricted)Vermont
Registered Investment Advisory firm - (1/1/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1233 Shelburne Rd E6, S Burlington, VT 05403
Mailing Address
Phone number
(802) 846-1264
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 99,405,560 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
