Brandon Haumschilt, financial advisor Franklin TN

Brandon Haumschilt

CRD Number: 5863415
Current Firm: Sagespring Wealth Partners

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.

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Professional Designations
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
Contact Info for Brandon D. Haumschilt
Phone Number: 615-861-6100
Registered State(s):
  • AL
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    4,277
    MILLIONS
  • Total Number of Accounts
    27,053
    ACCOUNTS
  • Average Account Value
    $158,114
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
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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