Sagespring Wealth Partners

Sagespring Wealth Partners (CRD# 283515) is a financial advisory firm headquartered in Franklin, TN. They manage $5,502,859,482 in 28,921 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,503
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Sagespring Wealth Partners
Showing 41 - 50 of 91 top financial advisors.
41
William O. Scroggins
CRD#: 5478586
600 University Place, Suite 350, Birmingham, AL 35209

William Scroggins (CRD# 5478586) is an Investment Advisor Representative working at Sagespring Wealth Partners in Birmingham, AL and has over 15 years of experience in the finance industry.

42
Eric J. Shapiro
CRD#: 6546252
15808 West Dodge Road, Suite 103, Omaha, NE 68118

Eric Shapiro (CRD# 6546252) is an Investment Advisor Representative working at Sagespring Wealth Partners in Omaha, NE and has over 8 years of experience in the finance industry.

43
Bob C. Sircy
CRD#: 5292321
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Bob Sircy (CRD# 5292321) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 17 years of experience in the finance industry.

44
Richard G. Smith
CRD#: 5078792
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Richard Smith (CRD# 5078792) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 18 years of experience in the finance industry.

45
Cody W. Stansell
CRD#: 5818858
2601 Network Blvd Suite 101, Frisco, TX 75034

Cody Stansell (CRD# 5818858) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 5 years of experience in the finance industry.

46
Duane A. Sturm
CRD#: 2275213
114 West Main Street, Clarinda, IA 51632

Duane Sturm (CRD# 2275213) is an Investment Advisor Representative working at Sagespring Wealth Partners in Clarinda, IA and has over 31 years of experience in the finance industry.

47
George L. Swatzell
CRD#: 5649645
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

George Swatzell (CRD# 5649645) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 14 years of experience in the finance industry.

48
Ryan S. Terry
CRD#: 6351741
6 Cadillac Dr Ste 405, Brentwood, TN 37027

Ryan Terry (CRD# 6351741) is an Investment Advisor Representative working at Sagespring Wealth Partners in Brentwood, TN and has over 9 years of experience in the finance industry.

49
Cash Tunstall
CRD#: 6167075
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Cash Tunstall (CRD# 6167075) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 10 years of experience in the finance industry.

50
Yancey O. Wade
CRD#: 2645247
801 Crescent Centre Drive, Suite 600, Franklin, TN 37067

Yancey Wade (CRD# 2645247) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 27 years of experience in the finance industry.

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