Ari Wagner

Investment Advisor

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Learn more about Ari

As a financial advisor at Spartan Wealth Management, Ari is meticulous in formulating investment and insurance plans for individuals and small-businesses. Ari is detailed and resourceful in developing plans that provide confidence in your path to financial freedom.

Through synergizing tax-efficiencies with investment strategies, his approach is rooted in continual portfolio reviews, education and on-going guidance. Devoted to sustained service and excellence, he is a proud fiduciary for his clients. Firmly committed to long-term client relationships and financial planning, Ari helps his clients with retirement, education, estate and insurance planning strategies.

Degrees & Affiliations

  • Investment Advisor Representative CRD# 6736988
  • B.S. in Communications – Wayne State University
  • Health, Life, and Variable Insurance Product Certifications
  • Series 7 Certified
  • Series 66 Certified
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