John, O'Connor
SageSpring Wealth Partners - O'Connor Wealth Team
12 Cadillac Drive, Suite 100Brentwood, TN 37027
6157619329
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
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
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893680/financialplanners-SageSpring-Wealth-Partners---O'Connor-Wealth-Team-detailed-disclosure.html