Jeff R. Osaer

SPARTAN WEALTH MANAGEMENT

BINGHAM FARMS, MI 48025

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CRD#: 5966470

Professional summary

Jeff Ryan Osaer, who also goes by Jeff Osaer, Jeffrey Osaer, is a registered financial advisor currently at SPARTAN WEALTH MANAGEMENT located in Bingham Farms, Michigan and LPL FINANCIAL LLC located in Birmingham, Michigan.

Jeff is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeff has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Osaer | Jeffrey Osaer

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. 07/10/2025- Spartan Wealth Management- Registered Investment Advisor- INV Related- At Reported Business Location(s)- Start date 02/01/2024- 160 Hours Per Month- 40 Hours During Trading- I provide investment advisory services through Spartan Wealth Management, an independent investment advisor firm. I started this business activity in 2/2024. 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. 2. 07/10/2025- Spartan Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 05/13/2025- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Spartan Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/01/2024- 160 Hours Per Month- 40 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Ryan Osaer'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 19, 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 #2: 32600 Telegraph Rd Ste 200, Bingham Farms, MI 48025

RIA

CRD#: 6413

Birmingham, MI

Past

January 26, 2024 - July 7, 2025

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

Birmingham, MI

Past

January 26, 2024 - July 10, 2025

CADARET, GRANT & CO., INC.

CRD#: 10641

Birmingham, MI

Past

March 14, 2016 - February 8, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Troy, MI

Past

March 10, 2016 - February 8, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Troy, MI

Past

October 11, 2013 - February 20, 2016

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

LIVONIA, MI

Past

October 8, 2013 - February 20, 2016

CITIZENS SECURITIES, INC.

CRD#: 39550

LIVONIA, MI

Past

October 11, 2011 - October 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FARMINGTON HILLS, MI

Past

September 16, 2011 - October 3, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FARMINGTON HILLS, 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

Arizona
(7/10/2025)

Florida
(7/10/2025)

Indiana
(7/10/2025)

IAR

Michigan
(11/19/2024)

Michigan
(7/10/2025)

Texas
(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: 10/7/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/2011

General Securities Representative 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

Jeff R. Osaer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeff Ryan Osaer's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SPARTAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/15/2011

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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