Seven Arrows Planning

555 Marriott Drive Suite 150

Nashville, TN 37214

615-637-2073

About Seven Arrows Planning

When passionate people work toward a common goal, success follows. Each member of our team brings unique experiences, perspectives, and skills to the table and we plan to serve you now and for generations to come. We want to meet you where you are on your financial journey and design strategies to help you get where you want to be.

See Disclosures

General Information

Firm Start Year

Firm CRD#

1254

Name of Broker/Dealer

STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC

States Licensed in

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Services

Investment Types

Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Phone, Email, Our Offices, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered 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, Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Commissions, Based on Assets

Disclosures

Seven Arrows compensates Wiser Advisor for new leads. Wiser Advisor is not an investment client of Seven Arrows. Wiser Advisor has an economic incentive to recommend Seven Arrows, thereby resulting in a material conflict of interest.

Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893399/financialadvisor-Seven-Arrows-Planning-detailed-disclosure.html

Disclaimer

Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA /SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.

Representatives of Seven Arrows are registered with and provide securities and/or advisory services through Steward Partners.

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