Daniel
Peterman
Sagespring Wealth Partners
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About this Advisor
Daniel Peterman is a financial advisor based in Franklin, Tennessee with 5 years of industry experience. Peterman works at Sagespring Wealth Partners. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Alabama, Bankers Life, Service Partners, Raymond James Financial Servces, Inc, Southwestern Investment Advisory Services, Lighthouse Wealth Group, Southwestern Investment Group, Sagespring Wealth Partners and Cowboy Charcoal. Peterman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Tennessee. Sagespring Wealth Partners is an advisory business based in Franklin, TN. The firm has offices in 13 locations and a total of 170 people on staff. It handles $4 billion in assets across its 27,053 client accounts, placing it among the biggest firms in the nation by assets under management. Of its 27,053 customer accounts, just 8% belong to high-net-worth investors who have greater than $1 million in assets. Sagespring Wealth Partners offers a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules largely are based on the type of financial services offered. However, fees billed by Sagespring Wealth Partners likely are comprised 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
Daniel Peterman Work History
Daniel has been registered as a financial advisor for 5 years.*
Cowboy Charcoal
Lighthouse Wealth Group
Sagespring Wealth Partners
Southwestern Investment Advisory Services
Southwestern Investment Advisory Services
Southwestern Investment Group
Southwestern Investment Advisory Services
Raymond James Financial Servces, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bankers Life
Service Partners
University Of Alabama
*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 Daniel Peterman 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
Franklin, TN
Birmingham, AL
Clarinda, IA
Frisco, TX
Franklin, TN
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