Brandon Haumschilt (CRD# 5863415) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 13 years of experience in the finance industry. Brandon Haumschilt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sage Spring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
Haumschilt Wealth Team | Franklin, TN | Dec 2021 - Current | 2 |
Sage Spring | Franklin, TN | Sep 2018 - Current | 5 |
Raymond James Financial Services, Inc. | Franklin, TN | Jan 2011 - Current | 13 |
Southwestern Investment Advisory Services | Franklin, TN | Feb 2012 - Oct 2023 | 11 |
Southwestern Investment Group | Franklin, TN | Sep 2018 - Aug 2022 | 3 |
Haumschilt Wealth Team | Franklin, TN | May 2014 - Feb 2018 | 3 |
Raymond James Financial Services Advisors Inc. | Franklin, TN | Jan 2012 - Dec 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- AL
- TN
- TX
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Total Assets Under Management4,277MILLIONS
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Total Number of Accounts27,053ACCOUNTS
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Average Account Value$158,114
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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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