Robert
Soerens
Sagespring Wealth Partners
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About this Advisor
Robert Soerens is a financial advisor operating in Brentwood, Tennessee who has 2 years of industry experience. Soerens is an advisor for Sagespring Wealth Partners. The advisor has gained experience at Wells Fargo Advisors LLC, Comfort Keepers, Wells Fargo Clearing Services, LLC, Bank Of America, N.A, Raymond James Financial Services, Inc, Southwestern Investment Group, Southwestern Investment Advisory Services, Inc, Basho75 LLC/Dba Home Well Care Services, Southwestern Investment Advisory Group, Lange Wealth Team, Sagespring Wealth Partners and Merrill Lynch, Pierce, Fenner & Smith Inc. Soerens maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Louisiana and Tennessee. Sagespring Wealth Partners is a financial advisory business operating out of Franklin, TN. The firm has offices in 13 locations and a total of 170 people on staff. It has $4 billion in total assets among its 27,053 customer accounts, making it one of the largest firms in the nation by assets under management. Of its 27,053 client accounts, just 8% are associated with high-net-worth investors who have greater than $1 million in assets. Sagespring Wealth Partners performs a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically vary depending on the financial services offered. Fee types 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
Robert Soerens Work History
Robert has been registered as a financial advisor for 2 years.*
Sagespring Wealth Partners
Raymond James Financial Services, Inc
Southwestern Investment Advisory Services, Inc
Southwestern Investment Advisory Group
Lange Wealth Team
Southwestern Investment Group
Southwestern Investment Advisory Group
Basho75 LLC/Dba Home Well Care Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Comfort Keepers
*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 Robert Soerens 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
Franklin, TN
Omaha, NE
Frisco, TX
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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