Stephen
Lange
Sagespring Wealth Partners
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About this Advisor
Stephen Lange is a financial advisor working out of Brentwood, Tennessee, with 7 years of industry experience. Lange is an advisor for Sagespring Wealth Partners. Throughout their career, Lange has worked at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Southwestern Investment Group, Aull Wealth Team, Accounting/Cpa/Tax Preparation, Southwestern Investment Advisory Services, Sage Spring Wealth Partners and Lange Wealth Team. Lange maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Louisiana, Tennessee and Texas. Sagespring Wealth Partners is a company based in Franklin, TN. The firm has offices in 13 locations and a total of 170 employees. It controls $4 billion in assets among its 27,053 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 27,053 client accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Sagespring Wealth Partners offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Sagespring Wealth Partners can consist 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
Stephen Lange Work History
Stephen has been registered as a financial advisor for 7 years.*
Sage Spring Wealth Partners
Lange Wealth Team
Southwestern Investment Group
Accounting/Cpa/Tax Preparation
Raymond James Financial Services,Inc
Southwestern Investment Advisory Services
Southwestern Investment Group
Raymond James Financial Services Advisors Inc
Aull Wealth Team
*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 Stephen Lange 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
Franklin, TN
Franklin, TN
Franklin, TN
Birmingham, AL
Franklin, TN
Knoxville, TN
Clarinda, IA
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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