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Philip James Fluegge

Spire Wealth Management, LLC

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About Philip James Fluegge

Philip James Fluegge is a financial advisor with Spire Wealth Management, LLC. Philip is a registered representative with the state of Michigan and is licensed to provide investment advisory services in a number of states. Philip has been in the industry since 1982, and has experience providing financial planning, retirement planning, and insurance services. He is also registered as a representative with FSC Securities Corporation.

Firm Information

Philip Fluegge is currently registered with Spire Wealth Management, LLC. Spire Wealth Management, LLC is an investment advisor headquartered in McLean, VA. They have 58 licensed agents, 87 investment advisor representatives, 84 registered representatives, 93 investment advisory functions, and 4 adviser reps for other investment advisers. They offer a range of services, including financial planning, pension consulting, insurance, retirement & estate planning, divorce planning, and selection of other advisers. They manage assets for individuals, corporations, and charitable organizations, and participate in a wrap fee program. They have $4,777,743,993 in regulatory assets under management.
Spire Wealth Management, LLC

7901 JONES BRANCH DR.

MCLEAN, VA 22102

$4.78B

Assets Under Management

80

Total Clients

73

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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insurance, retirement & estate planning, divorce planning

Insurance, retirement & estate planning, divorce planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Fluegge’s Registration & Firm History

VA

02/28/2018 - Present

Spire Wealth Management, LLC (MCLEAN VA)

MI

09/02/2016 - 12/20/2017

FSC SECURITIES CORPORATION (UTICA MI)

MI

01/16/2008 - 08/24/2016

COMMONWEALTH FINANCIAL NETWORK (UTICA MI)

MI

01/01/1999 - 01/22/2008

OPPENHEIMER & CO. INC. (STERLING HEIGHTS MI)

MI

02/11/1982 - 01/01/1999

FIRST OF MICHIGAN CORPORATION (DETROIT MI)

NA

12/11/1981 - 02/18/1982

BLINDER, ROBINSON & CO.,INC.

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Licenses & Designations

IA

Issued 01/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/01/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1984

Series 15 - Foreign Currency Options Examination

BC

Issued 11/21/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Philip James Fluegge. Review regulatory record here.
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