Zakerie Thompson

SPARTAN WEALTH MANAGEMENT

BINGHAM FARMS, MI 48025

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CRD#: 6400706

Professional summary

Zakerie Thompson, who also goes by Zakerie Emerson Thompson, Zak Thompson, is a registered financial advisor currently at SPARTAN WEALTH MANAGEMENT located in Bingham Farms, Michigan and LPL FINANCIAL LLC located in Birmingham, Michigan.

Zakerie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Zakerie has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Zakerie Emerson Thompson | Zak Thompson

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 01/22/2024- 40 Hours Per Month- 5 Hours During Trading 2. 07/10/2025- Baron Real Estate- Real Estate Rental- Not INV Related- At Lake Orion, MI- Start date 01/02/2020- 10 Hours Per Month 3. 07/10/2025- Spartan Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 01/24/2024- 160 Hours Per Month- 10 Hours During Trading 4. 07/10/2025- Spartan Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/24/2024- 160 Hours Per Month- 10 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zakerie Thompson'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

February 22, 2023 - February 7, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

February 22, 2023 - February 7, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BLOOMFIELD HILLS, MI

Past

June 9, 2022 - December 6, 2022

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

Troy, MI

Past

October 4, 2021 - December 6, 2022

J.W. COLE FINANCIAL, INC.

CRD#: 124583

Troy, MI

Past

January 19, 2018 - March 14, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

TROY, 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

Colorado
(7/10/2025)

Florida
(7/10/2025)

Illinois
(7/10/2025)

Indiana
(7/10/2025)

IAR

Michigan
(11/19/2024)

Michigan
(7/10/2025)

Minnesota
(7/10/2025)

Ohio
(7/10/2025)

Texas
(7/10/2025)

Wisconsin
(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: 3/28/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/10/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/2/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/14/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2018

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

Zakerie Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Zakerie Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

SPARTAN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/28/2022

Series 63

Date: 1/10/2022

Series 7TO

Date: 10/2/2021

SIE

Date: 3/14/2018

Series 7

Date: 1/19/2018

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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