Richelle L. Verran

SPARTAN WEALTH MANAGEMENT

BINGHAM FARMS, MI 48025

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CRD#: 3218387

Professional summary

Richelle Leigh Verran, who also goes by Richelle Leigh Thompson, Richelle Leigh Thompson, Richelle Leigh Veldhuizen, Richelle Leigh Verran, is a registered financial advisor currently at SPARTAN WEALTH MANAGEMENT located in Bingham Farms, Michigan and LPL FINANCIAL LLC located in Bingham Farms, Michigan.

Richelle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Richelle has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Richelle Leigh Thompson | Richelle Leigh Thompson | Richelle Leigh Veldhuizen | Richelle Leigh Verran

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richelle Leigh Verran's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 21, 2024 - Present

SPARTAN WEALTH MANAGEMENT

Office #1: 32600 Telegraph Road Suite 200, Bingham Farms, MI 48025

RIA

CRD#: 331719

BINGHAM FARMS, MI

Current

July 10, 2025 - Present

LPL FINANCIAL LLC

Office #1: 32600 Telegraph Rd Ste 200, Bingham Farms, MI 48025

RIA

CRD#: 6413

BINGHAM FARMS, MI

Past

September 9, 2024 - July 7, 2025

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

Bingham Farms, MI

Past

September 9, 2024 - July 10, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

Bingham Farms, MI

Past

July 16, 2019 - September 6, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

BIRMINGHAM, MI

Past

July 12, 2019 - September 6, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

BIRMINGHAM, MI

Past

April 26, 2013 - April 17, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FLINT, MI

Past

February 28, 2013 - April 17, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FLINT, MI

Past

October 29, 2010 - August 23, 2012

MORGAN STANLEY

RIA

CRD#: 149777

FLINT, MI

Past

June 1, 2009 - August 23, 2012

MORGAN STANLEY

CRD#: 149777

FLINT, MI

Past

December 19, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

FLINT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SPARTAN WEALTH MANAGEMENT

SPARTAN WEALTH ADVISORY SERVICES LLC | SPARTAN WEALTH MANAGEMENT

CRD#: 331719 / SEC#: 801-131368

RIA

Registered Investment Advisory firm - (10/28/2024 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Michigan
(11/21/2024)

Michigan
(7/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/27/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/29/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/22/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/17/2008

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

SPARTAN WEALTH MANAGEMENT

SPARTAN WEALTH ADVISORY SERVICES LLC | SPARTAN WEALTH MANAGEMENT

CRD#: 331719 / SEC#: 801-131368

RIA

Registered Investment Advisory firm - (10/28/2024 Approved)

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Contact information

Main Address

32600 Telegraph Road Suite 200, Bingham Farms, MI 48025

Mailing Address

Phone number

(248) 297-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SPARTAN WEALTH MANAGEMENT DISCLOSURE BROCHURE (7/23/2025)

Regulatory assets under management

Total Number of Accounts	946
AUM (Assets Under Management)	$ 406,619,437

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.

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Advisor Monitoring

Firm Stability Insights

Richelle L. Verran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richelle Leigh Verran's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

SPARTAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2010

Series 63

Date: 12/29/2003

SIE

Date: 10/1/2018

Series 7

Date: 12/18/2003

Series 10

Date: 9/22/2008

Series 9

Date: 6/17/2008

FINRA

Current Firm

SPARTAN WEALTH MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPARTAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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