| Advisor Profile |
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| Research This Advisor |
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Disclosure Link:
http://www.spireip.com/pdf/a...
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ADV Form II Link:
http://www.spireip.com/pdf/a...
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| Request More Information |
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| Disclaimer |
| Spire Wealth Management, LLC is a Federally Registered Investment Advisor. Securities offered through an affiliate, Spire Securities, LLC. Member FINRA/SIPC.
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Business Description |
| Spire Investment Partners is a leading edge Wealth Management firm with over $2Billion in assets under management. We only work with a select group of individuals. Our core focus is on investment management and retirment income planning. Our first step is to have a FIT meeting to see if we are a good fit for your needs and if you are a good fit for us. If you are ready to make improvements to your current weath management plan call our office today at (719) 228-3630. |
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General Information |
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| Insurance License#: |
189325
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| Name of Broker/Dealer: |
Spire Securities
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| Name of Custodial Firm: |
Charles Schwab
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| States Licensed in: |
CO, VA
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| States Willing to do Business in: |
CO,VA
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| Years of Experience in Financial Services: |
21
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| Number of Years with Current Firm: |
8
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| Work Experience: |
I specialize in working with individuals that are five years or less from retiring or who are already retired, that want to establish a plan for consistent income during retirement.
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| I work with the following types of clients: |
Individual Investors
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Education |
| Academic Background |
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| BS Finance, Old Dominion University, 1989 |
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Services |
| Investment Types: |
Alternative Investments, Mutual Funds, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®)
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| Securities Licenses: |
Series 6, Series 7, Series 24, Series 65
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| Insurance and Annuity Licenses: |
Disability, Health, Life, Variable Annuity, Variable Life
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
2500
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| Firm's Number of Planning Clients: |
2000
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| Firm's Number of Managed Clients: |
2000
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| Assets Managed by Firm: |
$2B
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| Advisor's Number of Clients: |
160
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| Advisor's Number of Managed Clients: |
160
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| Advisor's Number of Planning Clients: |
150
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| Assets Managed by Advisor: |
$50M
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| I am an acknowledged fiduciary: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$250,000
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| Compensation Methods: |
Based on Assets
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| Prepared By: |
Michael Papa CRPC® |
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