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Current Employers
Sagespring Wealth Partners

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-27
NE RA APPROVED 2022-08-10
  • TX RA
    APPROVED
    Since 2026-08-27
  • NE RA
    APPROVED
    Since 2022-08-10

Branch Locations

701 Cool Springs Blvd Suite 500, Franklin, TN 37067 • United States

15808 West Dodge Rd, Suite 103,, Omaha, NE 68118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Omaha NE 04/2021 11/2024
First National Bank Of Omaha Omaha NE 06/2017 12/2021
First Investment & Planning Omaha NE 03/2021 12/2021
Drake University Des Moines IA 01/2015 06/2017
Raymond James Financial Services Advisors, Inc. Omaha NE 06/2021 04/2022
Matt Atchison Wealth Team Omaha NE 05/2022 11/2022
Sagespring Wealth Partners Llc Omaha NE 01/2022 Present
  • 04/2021 → 11/2024
    Raymond James Financial Services, Inc.
    Omaha, NE
  • 06/2017 → 12/2021
    First National Bank Of Omaha
    Omaha, NE
  • 03/2021 → 12/2021
    First Investment & Planning
    Omaha, NE
  • 01/2015 → 06/2017
    Drake University
    Des Moines, IA
  • 06/2021 → 04/2022
    Omaha, NE
  • 05/2022 → 11/2022
    Matt Atchison Wealth Team
    Omaha, NE
  • 01/2022 → Present
    Sagespring Wealth Partners Llc
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-27
  • S66 Uniform Combined State Law Examination
    2021-05-27
Designations

View on SEC IAPD

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