Abdulkarim
Safi

Sagespring Wealth Partners

CRD#6656081
Investment Advisor
in Omaha, NE

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About this Advisor

Abdulkarim Safi is a financial advisor based in Omaha, Nebraska, working with Sagespring Wealth Partners. Abdulkarim has previously held positions at Kum And Go, Tim Harrison, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Orion Advisor Technology, Thomas Beebe, Brinker Capital Securities, LLC, Orion Portfolio Solutions, LLC, Raymond James Financial Services, Inc, Raymond James Financial Advisors, Inc, and Sagespring Wealth Partners. Abdulkarim has passed the Series 63 regulatory exam and is registered to provide services in Nebraska. Currently, Abdulkarim is part of Sagespring Wealth Partners, which operates out of Omaha, Nebraska. The firm has 10 offices and 173 employees. The firm manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Sagespring Wealth Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

15808 West Dodge Rd Suite 103
Omaha, NE 68118

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

NE Average: $730,596,643
Total Number of Employees

173

NE Average: 15
Total Number of Accounts

28,921

NE Average: 968
Average Account Size

$190,272

NE Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Abdulkarim Safi Work History

2023 - Present (1 year)

Raymond James Financual Services, Inc

2023 - Present (1 year)

Raymond James Financual Advisors, Inc

2023 - Present (1 year)

Sagespring Wealth Partners

2023 - 2023 (< 1 year)

Brinker Capital Securities, LLC

2023 - 2023 (< 1 year)

Orion Portfolio Solutions, LLC

2020 - 2023 (3 years)

Thomas Beebe

2020 - 2023 (3 years)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Orion Advisor Technology

2017 - 2023 (6 years)

Northwestern Mutual Investment Services LLC

2017 - 2023 (6 years)

Northwestern Mutual Wealth Management Company

2017 - 2019 (2 years)

Tim Harrison

2017 - 2019 (2 years)

Northwestern Mutual Investment Services LLC

2016 - 2023 (7 years)

Tim Harrison

2016 - 2017 (1 year)

Tim Harrison

2013 - 2016 (3 years)

Kum And Go

Disclosures

Please visit the SEC profile of Abdulkarim Safi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sagespring Wealth Partners

Luke Powers
Knoxville, TN
Jason Plunkett
Franklin, TN
James Ridley
Franklin, TN
Hannah Patterson
Franklin, TN
Jordan Wedell
Franklin, TN
Joseph Mcclearn
Franklin, TN
Hannah Colbert
Columbia, TN
Yancey Wade
Franklin, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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