Isaac Lindell, financial advisor Brentwood TN

Isaac Lindell

CRD Number: 7378709
Current Firm: Sagespring Wealth Partners

Isaac Lindell (CRD# 7378709) is an Investment Advisor Representative working at Sagespring Wealth Partners in Brentwood, TN and has 1 year of experience in the finance industry.

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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2023
Contact Info for Isaac T. Lindell
Phone Number: 615-861-6100
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    5,503
    MILLIONS
  • Total Number of Accounts
    28,921
    ACCOUNTS
  • Average Account Value
    $190,272
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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