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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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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.
The advisor shows no other business activity.

Blog Corner

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®
ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

September 27, 2022 - Present

STAGE 2 PLANNING PARTNERS LLC

Office #1: 1233 Shelburne Rd E6, S Burlington, VT 05403
RIA
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 Hampshire
(1/2/2026)
IAR
New York
(1/4/2023)
IAR
Texas
(9/27/2022)
IAR
Vermont
(1/3/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/29/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/12/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/24/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/12/1990
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 9/6/2000
Investment Company Products/Variable Contracts Principal Examination

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 Hampshire
Registered Investment Advisory firm - (12/31/2025 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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts308
AUM (Assets Under Management)$ 106,498,446

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STAGE 2 PLANNING PARTNERS LLC

CRD#: 323281S Burlington, VT 05403

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Contact information

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