Sandra Maynard has been Managing Partner of Stage 2 Planning Partners since January 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Stage 2 Planning Partners LLC is a S Burlington, VT firm with $106M under management, 308 clients and 2 advisers in one office, as of its June 2026 filing.
Sandra Maynard is Principal Managing Partner of Stage 2 Planning Partners, based in South Burlington, Vermont. Her specialties are life changes, wealth management and retirement planning. For more than 30 years she has helped individuals and families with financial decisions, and early in her career she was a Probate Distribution Specialist.
Sandra Maynard’s longest registration was 13 years at NFP Advisor Services, LLC (2003–2016). Before joining Stage 2 Planning Partners in 2022, Sandra Maynard was registered through Stage 2 Planning Partners and Kestra Advisory Services, LLC.
- – present · 4 yearsS Burlington, VT · Adviser representative · Firm CRD 323281
- Stage 2 Planning Partners– · 6 yearsSouth Burlington, VT · Adviser representative · Firm CRD 284590
- Kestra Advisory Services, LLC– · under a yearSouth Burlington, VT · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 13 yearsSouth Burlington, VT · Adviser representative · Firm CRD 42046
- Metlife Securities Inc.– · 3 yearsWilliston, VT · Adviser representative · Firm CRD 14251
Investment adviser representative registrations
Sandra Maynard is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from September 2022; the most recent is New Hampshire, in January 2026.
- FloridaSince 17 March 2023
- New HampshireSince 2 January 2026
- New YorkSince 4 January 2023
- TexasResidentSince 27 September 2022
- VermontSince 3 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 September 2000 |
| Series 7 | General Securities Representative Examination | 24 May 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 May 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 November 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 12 November 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Sandra Marie Maynard
- CRD
- 2101732
- Firm
- Stage 2 Planning Partners · CRD 323281
- Role
- Managing Partner
- Office
- 1233 SHELBURNE RD E6, S Burlington, VT 05403
- Registration
- Investment adviser registration
- In the industry since
- July 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stage2planning.com
Where does Sandra Maynard work?
Sandra Maynard has been Managing Partner of Stage 2 Planning Partners LLC since January 2025, and is a control person of the firm.
Is Sandra Maynard a financial advisor?
Yes. Sandra Maynard has a current investment-adviser registration in Florida, New Hampshire, New York, Texas and Vermont, through Stage 2 Planning Partners since September 2022.
How many years of experience does Sandra Maynard have?
Sandra Maynard has 27 years in the financial industry, since July 1999, across 5 adviser firms.
What exams has Sandra Maynard passed?
Sandra Maynard has passed 5 licensing exams: the Series 63, Series 6, Series 65, Series 7 and Series 26. The earliest, the Series 63, was passed in November 1990. FINRA credited Sandra Maynard with the SIE, which began in October 2018.
Where did Sandra Maynard work before Stage 2 Planning Partners?
Before Stage 2 Planning Partners, Sandra Maynard was registered through Kestra Advisory Services, LLC, April 2016 to September 2016; NFP Advisor Services, LLC, January 2003 to September 2016; Metlife Securities Inc., June 1999 to December 2002.
Where is Sandra Maynard based?
Sandra Maynard’s registered office is in S Burlington, VT.
Is Sandra Maynard registered with FINRA?
No. Sandra Maynard has no current broker registration.
How can I verify Sandra Maynard’s record?
Search CRD 2101732 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sandra Maynard’s full registration record.
