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Spartan Wealth Client Portal
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Service Change Request Form

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I need to:
- Change my beneficiary
- Request Status of My Pending Life Insurance Application
- Request Status of My Pending Investment Account
- Request Updated Account Statements
- Help Create Online Login Access for my Account
- Request Investment/Annuity Withdrawal
- Change my Insurance Premium Amount or Bank Information
- Update Contact Information
- Request Account Review
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Securities offered through Cadaret Grant & Co. Inc. a Member FINRA/SIPC. Advisory Services offered through Spartan Wealth Advisory Services LLC, a Registered Investment Advisor. Spartan Wealth Management, Spartan Advisory Services LLC and Cadaret Grant & Co. Inc. are separate entities.

Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Spartan Wealth Management (“SWM”) is a SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. SWM’s website (spartanwealth.com is referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as SWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SWM with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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