Matthew William Atchison

Employer firm

Sagespring Wealth Partners CRD 283515

$8.49B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 11/2024
  Raymond James Financial Services, Inc.
  Omaha, TN
• 08/2012 → 12/2016
  Raymond James Financial Services Advisors Inc.
  Omaha, NE
• 05/2012 → Present
  Sagespring Wealth Partners Llc
  Omaha, NE

Previous Registrations

• 2012-08-15 → 2016-12-20
  Raymond James Financial Services Advisors, Inc
  Omaha, NE

Other Businesses

Name of Business: Various insurance companies Address: 15808 West Dodge Road Suite 103, Omaha, NE, 68118, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/18/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Using various insurance companies to write long term care policies, some life and disability insurance as well.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-03