Brennan Meyer Roach

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

• 05/2026 → Present
  Sagespring Wealth Partners Llc
  Franklin, TN
• 10/2024 → 04/2026
  Newton Financial Group
  Bowling Green, KY
• 06/2024 → 10/2024
  Unemployed
  Nashville, TN
• 08/2020 → 05/2024
  Depauw University
  Greencastle, IN
• 08/2023 → 12/2023
  Nashville Stars Baseball Club
  Nashville, TN
• 08/2014 → 05/2020
  Montgomery Bell Academy
  Nashville, TN
• 06/2023 → 08/2023
  Lowes Home Improvement
  Nashville, TN
• 10/2024 → 11/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2025 → 04/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 11/2025 → 04/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2025-11-05 → 2026-06-25
  Cambridge Investment Research Advisors, Inc.
  Bowling Green, KY

Exams

• S66 Uniform Combined State Law Examination
  2025-10-24

Other Names

• Brennan Roach