Taylor
Keen
Sagespring Wealth Partners
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About this Advisor
Taylor Keen is a financial advisor based in Franklin, Tennessee, working with Sagespring Wealth Partners. Taylor has previously held positions at University Of Tennessee Knoxville, Health Stream, High Street Development Group, LLC, Raymond James Financial Services, Inc, Southwestern Investment Advisory Services, Swatzell Wealth Team, Dba Swatzell Wealth Team, Taylor Keen Wealth Team, Southwestern Investment Group, Southwestern Investment Advisory Services, and Sagespring Wealth Partners. Taylor has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Taylor is part of Sagespring Wealth Partners, which operates out of Franklin, 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
Taylor Keen Work History
Sagespring Wealth Partners
Taylor Keen Wealth Team
Swatzell Wealth Team
Raymond James Financial Services, Inc
High Street Development Group, LLC
Dba Swatzell Wealth Team
Southwestern Investment Advisory Services
Southwestern Investment Group
Southwestern Investmnet Advisory Services
Health Stream
University Of Tennessee Knoxville
Disclosures
Please visit the SEC profile of Taylor Keen 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
Franklin, TN
Knoxville, TN
Franklin, TN
Columbia, TN
Franklin, TN
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