Daniel Todd Peterman

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

• 06/2015 → 11/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
• 11/2018 → 11/2024
  Raymond James Financial Servces, Inc
  Franklin, TN
• 11/2018 → Present
  Sagespring Wealth Partners
  Franklin, TN
• 02/2023 → 07/2023
  Cowboy Charcoal
  Nashville, TN
• 07/2023 → 01/2024
  Dalstrong Inc.
  Nashville, TN
• 09/2023 → 11/2023
  Next Level Chef
  Nashville, TN

Previous Registrations

• 2016-03-01 → 2018-11-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brentwood, TN
  Franklin, TN

Other Businesses

Name of Business: Various insurance companies Address: 701 Cool Springs Blvd., Suite 500, Franklin, TN 37067, United States; Activity Type: Non-variable Insurance; Position/Title: Other; Investment Related: Yes; Start Date: 02/2017; 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
  2016-02-29

Designations

• Certified Financial Planner

Other Names

• Daniel T Peterman