Daniel
Browne

Sagespring Wealth Partners

CRD#5491256
Investment Advisor
in Brentwood, TN

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About this Advisor

Daniel Browne is a financial advisor based in Brentwood, Tennessee, working with Sagespring Wealth Partners. Daniel has previously held positions at Christopher Johnston, Northwestern Mutual Wealth Management Company, Derek Hamblen, Owen Waldrop, Northwestern Mutual Investment Services LLC, Lee Fortenberry, Northwestern Mutual Life Insurance Company, Prudent Street Financial Advisors, LLC, Southwestern Investment Group, Raymond James Financial Services, Inc, Belhaven University, Brownetown Investments, and Sagespring Wealth Partners. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Daniel is part of Sagespring Wealth Partners, which operates out of Brentwood, Tennessee. 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 63, Series 65

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

12 Cadillac Dr Suite 100
Brentwood, TN 37027

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$5,502,859,482

TN Average: $730,596,643
Total Number of Employees

173

TN Average: 15
Total Number of Accounts

28,921

TN Average: 968
Average Account Size

$190,272

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Daniel Browne Work History

2022 - Present (2 years)

Raymond James Financial Services, Inc

2022 - Present (2 years)

Sagespring Wealth Partners

2022 - 2022 (< 1 year)

Prudent Street Financial Advisors, LLC

2022 - 2022 (< 1 year)

Southwestern Investment Group

2020 - 2020 (< 1 year)

Derek Hamblen

2020 - 2020 (< 1 year)

Owen Waldrop

2020 - 2020 (< 1 year)

Northwestern Mutual Investment Services LLC

2020 - 2021 (1 year)

Brownetown Investments

2017 - 2020 (3 years)

Christopher Johnston

2017 - 2020 (3 years)

Northwestern Mutual Wealth Management Company

2016 - 2020 (4 years)

Northwestern Mutual Investment Services LLC

2016 - 2017 (1 year)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Lee Fortenberry

2009 - 2015 (6 years)

Belhaven University

Disclosures

Please visit the SEC profile of Daniel Browne 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

Nathan Mueting
Franklin, TN
Jacob Byers
Franklin, TN
Luke Powers
Knoxville, TN
Hannah Patterson
Franklin, TN
Yancey Wade
Franklin, TN
Jason Plunkett
Franklin, TN
Hannah Colbert
Columbia, TN
Chase Keen
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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