Christopher
Cotignola

Sagespring Wealth Partners

CRD#7414270
Investment Advisor
in Omaha, NE

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About this Advisor

Christopher Cotignola is a financial advisor based in Omaha, Nebraska, working with Sagespring Wealth Partners. Christopher has previously held positions at Omaha Public Schools, Skutt Catholic High School, Raymond James Financial Services, Inc, Raymond James Financial Services Advisor, Southwestern Investment Group, Southwestern Investment Advisory Services, Iowa Western Community College, Eric J. Shapiro Wealth Team, Sagespring Wealth Partners, and Cotignola Wealth Team. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Nebraska. Currently, Christopher 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

Christopher Cotignola Work History

2023 - Present (1 year)

Cotignola Wealth Team

2022 - Present (2 years)

Sagespring Wealth Partners

2021 - Present (3 years)

Raymond James Financial Services, Inc

2021 - Present (3 years)

Raymond James Financial Services Advisor

2017 - Present (7 years)

Omaha Public Schools

2022 - 2023 (1 year)

Eric J. Shapiro Wealth Team

2021 - 2022 (1 year)

Southwestern Investment Group

2021 - 2022 (1 year)

Southwestern Investment Advisory Services

2021 - 2022 (1 year)

Southwestern Investment Group

2020 - 2022 (2 years)

Iowa Western Community College

2013 - 2017 (4 years)

Skutt Catholic High School

Disclosures

Please visit the SEC profile of Christopher Cotignola 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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