Isaac
Lindell
Sagespring Wealth Partners
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About this Advisor
Isaac Lindell is a financial advisor based in Brentwood, Tennessee, working with Sagespring Wealth Partners. Isaac has previously held positions at Sage Spring Wealth Partners, The Tap, Copper Moon Coffee, France A. Cordova Recreational Sports Center, Raising Cane's Chicken Fingers, Ernst & Young, The Purdue Exponent, FedEx Ground, Louie's Tux Shop, Herron High School, Baskin Robbins, and Raymond James Financial Services, Inc. Isaac has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Isaac 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
Services Offered
Fee Structure
Office Location
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Sagespring Wealth Partners Brokerage Details
$5,502,859,482
173
28,921
$190,272
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Isaac Lindell Work History
Sage Spring Wealth Partners
Raymond James Financial Services, Inc
The Tap
Baskin Robbins
Ernst & Young
Copper Moon Coffee
Sage Spring Wealth Partners
Raising Cane'S Chicken Fingers
The Purdue Exponent
Fedex Ground
Fedex Ground
France A. Cordova Recreational Sports Center
Louie'S Tux Shop
Herron High Schoo
Disclosures
Please visit the SEC profile of Isaac Lindell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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