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Kai Meacham

Sagespring Wealth Partners

Franklin, TN

Omaha, NE

CRD 7704292

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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:

Current Employers
Sagespring Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-12
NE RA APPROVED 2024-11-08
  • TX RA
    APPROVED
    Since 2026-01-12
  • NE RA
    APPROVED
    Since 2024-11-08

Branch Locations

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

15808 W. Dodge Road, 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
Sagespring Wealth Partners Omaha NE 03/2023 Present
Unemployed Omaha NE 12/2022 03/2023
Recreational Equipment Inc Flagstaff AZ 06/2021 12/2022
Unemployed Flagstaff AZ 05/2021 06/2021
University Of Nebraska-Lincoln Lincoln NE 08/2017 05/2021
Envirologix Portland ME 05/2020 08/2020
University Of Nebraska-Lincoln Lincoln NE 08/2020 05/2021
University Of Nebraska-Lincoln Lincoln NE 08/2019 05/2020
University Of Nebraska-Lincoln Lincoln NE 05/2019 08/2019
University Of Nebraska-Lincoln Lincoln NE 05/2018 08/2018
Millard North High School Omaha NE 08/2013 05/2017
Amigos Omaha NE 02/2017 08/2017
Blondo Childcare And Preschool Omaha NE 06/2014 02/2017
  • 03/2023 → Present
    Omaha, NE
  • 12/2022 → 03/2023
    Unemployed
    Omaha, NE
  • 06/2021 → 12/2022
    Recreational Equipment Inc
    Flagstaff, AZ
  • 05/2021 → 06/2021
    Unemployed
    Flagstaff, AZ
  • 08/2017 → 05/2021
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 05/2020 → 08/2020
    Envirologix
    Portland, ME
  • 08/2020 → 05/2021
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 08/2019 → 05/2020
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 05/2019 → 08/2019
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 05/2018 → 08/2018
    University Of Nebraska-Lincoln
    Lincoln, NE
  • 08/2013 → 05/2017
    Millard North High School
    Omaha, NE
  • 02/2017 → 08/2017
    Amigos
    Omaha, NE
  • 06/2014 → 02/2017
    Blondo Childcare And Preschool
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-06
  • S65 Uniform Investment Adviser Law Examination
    2024-03-06
Other Names
  • Kaitlyn Meacham

View on SEC IAPD

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