Kyle Worthy
Advisor at Spartan Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Spartan Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spartan Wealth Management
Location
Bingham Farms, MI 48025
Credentials
CFP®, Series 63, Series 66
Industry experience
9 years
Kyle Worthy is a CFP® professional with nine years of industry experience, currently affiliated with Spartan Wealth Management in Bingham Farms, MI. His prior experience includes roles at LPL Financial, Cadaret, Grant & Co., Inc., and Sentry Equity Services Inc. Outside of his advisory work, he coaches at the Brighton Pickleball Club. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes long-term portfolio construction using fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and portfolio strategies through a multi-advisor team.
Based on Spartan Wealth Management
Based on Spartan Wealth Management
Financial planning and consulting services only: $5,000 to $50,000 depending upon complexity
Up to 1.50% annually
Up to $500 per hour for financial planning and consulting services
32600 Telegraph Road, Suite 200
Bingham Farms, MI 48025
Michigan
LPL Financial
2025 - Present (1 year)
Spartan Wealth Advisory Services, LLC.
2024 - Present (2 years)
Cadaret, Grant & Co., Inc.
2024 - 2025 (1 year)
Sentry Equity Services Inc
2019 - 2024 (5 years)
Transamerica Retirement Solutions
2018 - 2019 (1 year)
Transamerica Investors Securities Corporation
2018 - 2019 (1 year)
Merrill
2017 - 2018 (1 year)
Bank Of America, N.a.
2017 - 2018 (1 year)
Sycamore Hills Golf Club
2017 - 2017 (1 year)
Merrill
2016 - 2017 (1 year)
Pruco Securities, LLC
2015 - 2016 (1 year)
Action Link/Oasis
2015 - 2016 (1 year)
Hotel Fort wayne
2014 - 2016 (2 years)
Indiana Tech
2014 - 2017 (3 years)
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