Stephen Lange, financial advisor Brent TN

Stephen Lange

CRD Number: 5480657
Current Firm: Sagespring Wealth Partners

Stephen Lange (CRD# 5480657) is an Investment Advisor Representative working at Sagespring Wealth Partners in Brent, TN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Sage Spring Wealth Partners Brentwood, TN Nov 2022 - Current 1
Lange Wealth Team Brentwood, TN Oct 2021 - Current 2
Raymond James Financial Services,inc Brentwood, TN Mar 2012 - Current 12
Southwestern Investment Group Franklin, TN Mar 2017 - Nov 2022 5
Southwestern Investment Advisory Services Brentwood, TN Mar 2017 - Nov 2022 5
Southwestern Investment Group Brentwood, TN Jan 2014 - Nov 2022 8
Raymond James Financial Services Advisors Inc. Brentwood, TN Mar 2012 - Mar 2017 5
Aull Wealth Team Franklin, TN May 2012 - Dec 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen J. Lange
Phone Number: 615-861-6100
Registered State(s):
  • AL
  • LA
  • 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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