DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
John O'Connor, CFP<sup>®</sup>
SageSpring Wealth Partners - O'Connor Wealth Team
12 Cadillac Drive, Suite 100
Brentwood, TN 37027
615-761-9329
About SageSpring Wealth Partners - O'Connor Wealth Team
We believe wealth is more than numbers-it's the foundation for living with purpose and achieving your life goals. As a Certified Financial Planner™, John combines deep financial planning expertise with a commitment to delivering innovative strategies tailored to your unique journey.
See Disclosures
General Information
Firm Start Year
CRD#
7144355
Firm CRD#
283515
Insurance License#
3002771529
Name of Broker/Dealer
SAGESPRING WEALTH PARTNERS
States Licensed in
TN
Years of Experience in Financial Services
7
Number of Years with Current Firm
5
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
Risk Management, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, 401K Rollovers
Services
Investment Types
Stocks, Bonds, Options & Futures, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Video Conference
Compliance
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
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Life, Long Term Care, Health, Disability
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893680/financialadvisor-SageSpring-Wealth-Partners---O'Connor-Wealth-Team-detailed-disclosure.html