Philip
Fluegge

Spire Wealth Management, LLC

CRD#1020686
Investment Advisor
in Utica, MI

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About this Advisor

Philip Fluegge is an advisor whose office is in Utica, Michigan. Currently a registered financial advisor with Spire Wealth Management, LLC, they have gathered 12 years of work experience. Fluegge maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Fluegge is registered to advise clients based out of Michigan. Their career trajectory has included roles at Commonwealth Financial Network, Integrity Wealth Consultants, Fsc Securities Corp and Spire Wealth Management. Spire Wealth Management, LLC is headquartered in Utica, Michigan, and operates out of 36 additional locations throughout the country. Overall, Spire Wealth Management, LLC oversees $4 billion in assets covering 11,360 accounts and retains more than 113 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the nation. The firm manages 9,657 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Spire Wealth Management, LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

8344 Hall Rd Suite 118
Utica, MI 48317

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Spire Wealth Management, LLC Brokerage Details

Total Assets Under Management

$3,495,598,112

MI Average: $1,835,309,194
Total Number of Employees

113

MI Average: 32
Total Number of Accounts

11,360

MI Average: 1,458
Average Account Size

$307,711

MI Average: $1,258,785

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Philip Fluegge Work History

Philip has 12 years of experience.

2018 - Present (3 years)

Spire Wealth Management

2016 - 2017 (1 year)

Fsc Securities Corp

2008 - 2016 (8 years)

Commonwealth Financial Network

2008 - 2016 (8 years)

Integrity Wealth Consultants

Disclosures

Philip Fluegge has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spire Wealth Management, LLC

Charles Carazo
Metairie, LA
Edward Kapfhammer
Xenia, OH
Darren Colananni
Mc Lean, VA
Allen Eickelberg
Reston, VA
Matthew Gaffey
Mc Lean, VA
John Halasz
New York, NY
Anthony Fisher
Irvine, CA
Marcus Malone
Mc Lean, VA

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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