Chase
Keen
Sagespring Wealth Partners
Answer a few questions and
get matched with an advisor.
About this Advisor
Chase Keen is a financial advisor who works out of Franklin, Tennessee with a total of 5 years of industry experience. Keen is currently employed by Sagespring Wealth Partners. Throughout their career, they have worked at Raymond James Financial Services, Inc, Ramsey Solutions, Universwity Of Tennessee, Southwestern Investment Advisory Services, Southwestern Investment Group, Chase Keen Wealth Team, Keen Wealth Team and Sagespring Wealth Partners. Keen maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Tennessee and Texas. Sagespring Wealth Partners is a registered investment business that has its headquarters in Franklin, TN. It has offices in 13 locations and a total of 170 employees. It oversees $4 billion in assets across its 27,053 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 27,053 client accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets. The firm has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees usually depend on which services are offered. Fee types charged by Sagespring Wealth Partners most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Chase Keen Work History
Chase has been registered as a financial advisor for 5 years.*
Sagespring Wealth Partners
Chase Keen Wealth Team
Keen Wealth Team
Raymond James Financial Services, Inc
Southwestern Investment Advisory Services
Southwestern Investment Group
Southwestern Investment Advisory Services
Raymond James Financial Services, Inc
Ramsey Solutions
Universwity Of Tennessee
*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 Chase Keen 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
Knoxville, TN
Columbia, TN
Brentwood, 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.