Zakerie Thompson
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
Series 63, Series 66
Industry experience
4 years
Zakerie Thompson is a financial advisor at Spartan Wealth Management with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Financial, Cadaret, Grant & Co., Bank of America, Merrill Lynch, and Northern Trust. Spartan Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, businesses, and retirement plans. The firm employs a long-term portfolio construction approach based on fundamental analysis and Modern Portfolio Theory, offering personalized asset allocation and ongoing portfolio monitoring within 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)
Bank of America, N.A.
2023 - 2024 (1 year)
Merrill
2022 - 2024 (2 years)
J.W. Advisors, Inc
2022 - 2022 (1 year)
J.W. Cole Financial, Inc
2021 - 2022 (1 year)
Northern Trust
2018 - 2021 (3 years)
AxA Advisors
2018 - 2018 (1 year)
Equitable Financial Life Insurance
2017 - 2018 (1 year)
Na
2017 - 2017 (1 year)
Phaidan International
2016 - 2017 (1 year)
Dickey's BBQ Pit
2016 - 2016 (1 year)
Red Crown
2016 - 2016 (1 year)
Meridian Health Plan
2016 - 2016 (1 year)
Holiday Station
2016 - 2016 (1 year)
University of Minnesota-Duluth
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")