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).
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Total Assets Under Management833MILLION
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Total Number of Accounts391ACCOUNTS
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Average Account Value$2,130,174
- 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
AZ, CA, CO, LA, MA, MN, NC, TX, UT, WA
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.
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.
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.
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.
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.