Allen Kerry Oakley

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

• 05/2016 → 10/2016
  Suntrust Bank
  Nashville, TN
• 07/2015 → 10/2017
  Suntrust Investment Services. Inc
  Atlanta, GA
• 03/2017 → 10/2017
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 05/2019 → 11/2024
  Raymond James Financial Services, Inc.
  Franklin, TN
• 10/2017 → 01/2020
  Pinnacle Bank
  Nashville, TN
• 06/2022 → Present
  Sagespring Wealth Partners
  Franklin, TN

Previous Registrations

• 2020-08-06 → 2022-08-08
  Raymond James Financial Services Advisors, Inc
  Nashville, TN
  Franklin, TN

Other Businesses

Name of company: Various insurance companies Address: 701 Cool Springs Blvd., Ste 500, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 09/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assist clients with non-variable insurance

Exams

• S66 Uniform Combined State Law Examination
  2020-07-03

Other Names

• Kerry Oakley
• Allen Oakley Jr