Luke
Aull
Sagespring Wealth Partners
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About this Advisor
Luke Aull is a certified financial planner working in Nashville, Tennessee who has 7 years of industry experience. Aull is an advisor for Sagespring Wealth Partners. Throughout their career, Aull has worked at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Southwestern Investment Services, Aull Wealth Group, Southwestern Investment Group, Southwestern Investment Advisory Services, Aull Wealth Team, Sagespring Wealth Partners and Dixon Wells. Aull holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Louisiana, Tennessee and Texas. Sagespring Wealth Partners is a registered investment company operating out of Franklin, TN. The company has offices in 13 locations and a total of 170 employees. It has $4 billion in total assets across its 27,053 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 27,053 accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets available to invest. Sagespring Wealth Partners has a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees charged by Sagespring Wealth Partners likely include any blend 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
Luke Aull Work History
Luke has been registered as a financial advisor for 7 years.*
Sagespring Wealth Partners
Aull Wealth Team
Dixon Wells
Aull Wealth Group
Southwestern Investment Group
Raymond James Financial Services, Inc
Southwestern Investment Advisory Services
Southwestern Investment Advisory Services
Southwestern Investment Services
Southwestern Investment Group
Raymond James Financial Services Advisors, Inc
*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 Luke Aull 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
Omaha, NE
Franklin, 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.
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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.
