Rowdy Spears
Financial Services Professional | U.S. Air Force Veteran | PMP | Retirement & Wealth Strategy | Leadership & Planning Expert
- Role
- Registered Representative & Investment Adviser Representative at Generational Asset Planning
- Location
- Albuquerque, NM, US
- LinkedIn followers
- 500 followers
About Rowdy Spears
After 20 years of service in the U.S. Air Force, I’ve transitioned into the financial services industry with a mission that still centers on service—this time, by helping individuals and families build financial confidence and long-term security.I’m now a fully licensed Investment Adviser Representative (IAR) and Registered Representative, currently affiliated with Generational Asset Planning, an independent firm partnered with LPL Financial. I hold both the Series 7 and Series 66 licenses, allowing me to provide comprehensive, fiduciary financial advice tailored to each client’s goals.My focus is on retirement planning, investment education, and strategic financial guidance—especially for military families, veterans, and professionals navigating complex transitions.What I bring to the table:Certified Project Management Professional (PMP) and PMI-ACPProven leader in strategic planning, team development, and mission executionDeep understanding of the unique financial needs of service members and their familiesPassion for educating others and building multi-generational legacies
Experience
Registered Representative & Investment Adviser Representative
May 2025 — Present
Fully licensed as a Registered Representative (Series 7) and Investment Adviser Representative (Series 66) through LPL Financial. Currently serving clients under Generational Asset Planning, an independent financial services firm.Key responsibilities include:Delivering tailored financial strategies including retirement planning, investment education, tax-efficient growth, and multi-generational wealth transferMeeting fiduciary standards by providing comprehensive advice and recommendations aligned with each client’s best interestSupporting military families, veterans, and transitioning professionals through personalized financial guidanceLeveraging project management expertise (PMP, PMI-ACP) to implement structured, goal-driven financial plans
Education
University of Texas at Tyler
Master of Science - MS, Kinesiology
Eastern Hills High School
High School Diploma, General Studies
American Military University
Bachelor of Science - BS, Sports and Health Sciences
Community College of the Air Force
Associate's degree, Criminal Justice/Police Science
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