Teri
Greenfield
Sagespring Wealth Partners
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About this Advisor
Teri Greenfield is a financial advisor who works in Omaha, Nebraska, who has 2 years of industry experience. Greenfield is on the advisory team at Sagespring Wealth Partners. Over the course of their career, Greenfield has held roles at Cambridge Investment Research Inc, Cambridge Investment Research, Inc, Fairfield Community School District, Cambridge Investment Research Advisors, Inc, Raymond James Financial Services Inc, Southwestern Investment Group, Southwestern Investment Advisory Services, Shapiro Wealth Team, Kew Wealth Team, Strum/Kew Wealth Team and Sagespring Wealth Partners. Greenfield has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska. Sagespring Wealth Partners is an advisory business operating out of Franklin, TN. The firm has offices in 13 locations and a total of 170 financial advisors. It oversees $4 billion in total assets between its 27,053 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% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely are based on the financial services provided. However, fee types billed by Sagespring Wealth Partners can include 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
Teri Greenfield Work History
Teri has been registered as a financial advisor for 2 years.*
Kew Wealth Team
Sagespring Wealth Partners
Raymond James Financial Services Inc
Southwestern Investment Group
Southwestern Investment Advisory Services
Strum/Kew Wealth Team
Shapiro Wealth Team
Cambridge Investment Research, Inc
Cambridge Investment Research Inc
Cambridge Investment Research Advisors, Inc
Fairfield Community School District
*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 Teri Greenfield 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
Birmingham, AL
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Omaha, NE
Franklin, TN
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