Hannah
Patterson

Sagespring Wealth Partners

CRD#7130743
Investment Advisor
in Franklin, TN

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About this Advisor

Hannah Patterson is a financial advisor based in Franklin, Tennessee with 3 years of relevant experience. Patterson is currently employed by Sagespring Wealth Partners. Throughout their career, Patterson has worked at Middle Tn State University, St. Jude Alsac, Neuhaus Foot & Ankle, Dyersburg Dyer Co. Chamber Of Commerce, Raymond James Financial Services Inc, Southwestern Investment Advisory Services, Southwestern Investment Group, Deering Wealth Team and Sagespring Wealth Partners. Patterson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Tennessee. Sagespring Wealth Partners is a company operating out of Franklin, TN. The investment advisory business has offices in 13 locations and a total of 170 advisors. It manages $4 billion in assets across its 27,053 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 27,053 customer accounts, just 8% are associated with high-net-worth investors who have at least $1 million in assets. Sagespring Wealth Partners has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management depend on which service is provided. However, fee types charged by Sagespring Wealth Partners most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

801 Crescent Centre Drive Suite 600
Franklin, TN 37067

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Sagespring Wealth Partners Brokerage Details

Total Assets Under Management

$4,277,447,071

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

170

TN Average: 15
Total Number of Accounts

27,053

TN Average: 968
Average Account Size

$158,114

TN Average: $754,749

Investment Advisory Services

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

Hannah Patterson Work History

Hannah has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Sagespring Wealth Partners

2021 - Present (3 years)

Southwestern Investment Group

2021 - Present (3 years)

Deering Wealth Team

2020 - Present (4 years)

Southwestern Investment Advisory Services

2019 - Present (5 years)

Raymond James Financial Services Inc

2016 - 2019 (3 years)

Neuhaus Foot & Ankle

2014 - 2016 (2 years)

Dyersburg Dyer Co. Chamber Of Commerce

2013 - 2013 (< 1 year)

St. Jude Alsac

2013 - 2014 (1 year)

Neuhaus Foot & Ankle

2009 - 2013 (4 years)

Middle Tn State University

*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 Hannah Patterson 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

Cash Tunstall
Franklin, TN
Jordan Wedell
Franklin, TN
Jason Plunkett
Franklin, TN
Hugh Gully
Birmingham, AL
Andrew Shibley
Franklin, TN
David Miller
Nashville, TN
Brett Murray
Omaha, NE
Hannah Colbert
Columbia, 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.

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