Alex
Prusa

Sagespring Wealth Partners

CRD#7358001
Investment Advisor
in Omaha, NE

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About this Advisor

Alex Prusa is a financial advisor based in Omaha, Nebraska, working with Sagespring Wealth Partners. Alex has previously held positions at Raymond James Financial Services, Inc, First National Bank Of Omaha, First Investment & Planning, Drake University, Creighton University, Raymond James Financial Services Advisors, Inc, Southwestern Investment Group, Matt Atchison Wealth Team, Southwestern Investment Advisory Services, and Sagespring Wealth Partners. Alex has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Alex 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 66

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

Alex Prusa Work History

2022 - Present (2 years)

Southwestern Investment Group

2022 - Present (2 years)

Southwestern Investment Advisory Services

2022 - Present (2 years)

Sagespring Wealth Partners

2021 - Present (3 years)

Raymond James Financial Services, Inc

2021 - Present (3 years)

First Investment & Planning

2021 - Present (3 years)

Raymond James Financial Services Advisors, Inc

2017 - Present (7 years)

First National Bank Of Omaha

2022 - 2022 (< 1 year)

Matt Atchison Wealth Team

2015 - 2017 (2 years)

Drake University

2013 - 2014 (1 year)

Creighton University

Disclosures

Please visit the SEC profile of Alex Prusa 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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