Alex
Prusa
Sagespring Wealth Partners
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About this Advisor
Alex Prusa is a financial advisor working in Omaha, Nebraska who has 1 year of relevant experience. Prusa works at Sagespring Wealth Partners. During their career, the advisor has held roles at Raymond James Financial Services, Inc, First National Bank Of Omaha, First Investment & Planning, Drake University, Creighton University, Creighton Preparatory, Raymond James Financial Services Advisors, Inc, Southwestern Investment Group, Matt Atchison Wealth Team, Southwestern Investment Advisory Services and Sagespring Wealth Partners. Prusa has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Nebraska. Sagespring Wealth Partners is a company headquartered in Franklin, TN. The company has offices in 13 locations and a total of 170 financial advisors. It handles $4 billion in assets under management between its 27,053 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 27,053 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the services provided. Fee types charged by Sagespring Wealth Partners most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$4,277,447,071
170
27,053
$158,114
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alex Prusa Work History
Alex has been registered as a financial advisor for 1 years.*
Southwestern Investment Group
Matt Atchison Wealth Team
Southwestern Investment Advisory Services
Sagespring Wealth Partners
Raymond James Financial Services, Inc
First Investment & Planning
Raymond James Financial Services Advisors, Inc
First National Bank Of Omaha
Drake University
Creighton University
Creighton Preparatory
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Franklin, TN
Franklin, TN
Franklin, TN
Birmingham, AL
Franklin, TN
Frisco, TX
Franklin, TN
Nashville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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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