Directory of Professional Retirement Planners
National Coverage
Local Professionals
VERIFIED
Omaha, NE 68118
402-715-4278
Feel Confident with a Plan In Place
About SageSpring Wealth Partners
We'll help guide you along the way by bringing you our wisdom and valuable financial advice. From taxes, retirement accounts, insurance, and investments, we'll help you craft a financial plan that fits your needs and help you reach your desired outcome.
We believe that helping our clients with their financial lives helps improve all other aspects of their lives. When you have a strong financial plan in place, you can relax while knowing that the future is a little less uncertain.
Since we function as an independent advisor, you can trust that we are committed to protecting your interests and your assets. Set up a meeting today and we'll give you our feedback on your current financial plan and how it can be improved.
To better serve our clients, The Kew Wealth Team has two convenient locations in Iowa and Nebraska.
See Disclosures
General Information
Firm Start Year
No. of Employees
5-9
Firm CRD#
283515
Insurance License#
18520821
States Licensed in
All
Years of Experience in Financial Services
10
Number of Years with Current Firm
10
Work with the following types of clients
Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Long Term Care, Life, Annuity, Disability
Firm Information
Firm's Number of Clients
13,000
Assets Managed by Firm
$8,000,000,000
Advisor's Number of Clients
185
Advisor's Number of Managed Clients
185
Advisor's Number of Planning Clients
185
Total Assets Under Management by Advisor
$245,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Education
Bachelor of Arts - Economics and Finance
University of Northern Iowa
08/2009 -05/2012
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893411/retirementplanning-SageSpring-Wealth-Partners-detailed-disclosure.html