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Financial ADVSR advisor directory · SEC adviser records

Sagespring Wealth Partners financial advisors in Omaha, NE

Every SEC-registered investment adviser representative at a Sagespring Wealth Partners office in Omaha, A to Z.

The short answer

5 registered advisors work at Sagespring Wealth Partners in Omaha, out of 107 at the firm nationwide; it ranks number 80 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Sagespring Wealth Partners advisors in Omaha, A to Z

Every Sagespring Wealth Partners advisor →

Sagespring Wealth Partners advisors in every city and state →Sagespring Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Sagespring Wealth Partners advisors in other cities

Franklin, TN 88Frisco, TX 6Knoxville, TN 2San Antonio, TX 2Winter Park, FL 2Clarinda, IA 1Raleigh, NC 1

Other firms in Omaha

All Omaha advisors →

Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33

Questions

How many financial advisors does Sagespring Wealth Partners have in Omaha?

5 investment adviser representatives are registered at Sagespring Wealth Partners offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 107 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Sagespring Wealth Partners one of the largest advisor employers in Omaha?

Sagespring Wealth Partners ranks number 80 in Omaha by registered advisors; Cwm, LLC has the most, with 270.

How do I check a Sagespring Wealth Partners advisor in Omaha?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Sagespring Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.