Daniel Peterman (CRD# 6538748) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 8 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Next Level Chef | Nashville, TN | Sep 2023 - Current | < 1 |
| Dalstrong Inc. | Nashville, TN | Jul 2023 - Current | < 1 |
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Lighthouse Wealth Team | Franklin, TN | Apr 2022 - Current | 2 |
| Southwestern Investment Advisory Services | Franklin, TN | May 2019 - Current | 5 |
| Southwestern Investment Group | Franklin, TN | May 2019 - Current | 5 |
| Raymond James Financial Servces, Inc. | Franklin, TN | Nov 2018 - Current | 5 |
| Cowboy Charcoal | Nashville, TN | Feb 2023 - Jul 2023 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brentwood, TN | Jun 2015 - Nov 2018 | 3 |
| University Of Alabama | Tuscaloosa, AL | Aug 2011 - May 2015 | 3 |
| Bankers Life | Brentwood, TN | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- LA
- TN
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
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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