Luke
Powers

Sagespring Wealth Partners

CRD#7030841
Investment Advisor
in Knoxville, TN

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About this Advisor

Luke Powers is a financial advisor based in Knoxville, Tennessee, working with Sagespring Wealth Partners. Luke has previously held positions at Walt Disney World, Premier Watersports, University Of Tennessee, Protemet, Raymond James Financial Services, Inc, Southwestern Investment Advisory Services, Luke Powers Wealth Team, Southwestern Investment Group, Vanbridge, and Sagespring Wealth Partners. Luke has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Luke is part of Sagespring Wealth Partners, which operates out of Knoxville, 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 66

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

136 Concord Rd
Knoxville, TN 37934

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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

Luke Powers Work History

2022 - Present (2 years)

Vanbridge

2022 - Present (2 years)

Sagespring Wealth Partners

2021 - Present (3 years)

Luke Powers Wealth Team

2019 - Present (5 years)

Raymond James Financial Services, Inc

2020 - 2022 (2 years)

Southwestern Investment Advisory Services

2020 - 2022 (2 years)

Southwestern Investment Group

2018 - 2018 (< 1 year)

Protemet

2018 - 2019 (1 year)

Raymond James Financial Services, Inc

2017 - 2017 (< 1 year)

Premier Watersports

2015 - 2015 (< 1 year)

Premier Watersports

2015 - 2017 (2 years)

University Of Tennesse

2014 - 2015 (1 year)

Walt Disney World

Disclosures

Please visit the SEC profile of Luke Powers 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

Jason Plunkett
Franklin, TN
Garrett Smith
Franklin, TN
Jordan Wedell
Franklin, TN
Jacob Byers
Franklin, TN
Hannah Patterson
Franklin, TN
Luke Powers
Knoxville, TN
Melissa Evans
Franklin, TN
Nathan Mueting
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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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.

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