Wellspring Financial Partners

Wellspring Financial Partners (CRD# 158872) is a financial advisory firm headquartered in Tucson, AZ. They manage $832,898,168 in 391 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    833
    MILLION
  • Total Number of Accounts
    391
    ACCOUNTS
  • Average Account Value
    $2,130,174
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.

AZ, CA, CO, LA, MA, MN, NC, TX, UT, WA

Financial Advisors at Wellspring Financial Partners
Showing 1 - 5 of 5 top financial advisors.
1
Deirdre M. Kochanski
CRD#: 1953073
4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ 85712

Deirdre Kochanski (CRD# 1953073) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 29 years of experience in the finance industry.

2
Patrick J. Zumbusch
CRD#: 5593163
4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ 85712

Patrick Zumbusch (CRD# 5593163) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has over 15 years of experience in the finance industry.

3
Jacob R. Lingard
CRD#: 5638603
North Salt Lake, UT

Jacob Lingard (CRD# 5638603) is an Investment Advisor Representative working at Wellspring Financial Partners in North Salt Lake, UT and has over 14 years of experience in the finance industry.

4
John P. Sentner
CRD#: 7450225
4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ 85712

John Sentner (CRD# 7450225) is an Investment Advisor Representative working at Wellspring Financial Partners in Tucson, AZ and has 1 year of experience in the finance industry.

5
Elias M. Young
CRD#: 7142676
4703 E. Camp Lowell Dr., Suite 135, Tuson, AZ 85712

Elias Young (CRD# 7142676) is an Investment Advisor Representative working at Wellspring Financial Partners in Tuson, AZ and has over 4 years of experience in the finance industry.

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