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Heather L Bruntz

Sagespring Wealth Partners

Franklin, TN

Omaha, NE

CRD 7769133

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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_RES 2026-06-09
NE RA APPROVED 2023-12-07
  • TX RA
    APPROVED_RES
    Since 2026-06-09
  • NE RA
    APPROVED
    Since 2023-12-07

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
Cues School System Omaha NE 11/2022 05/2023
Homemaking Papillion NE 05/2023 07/2023
Homemaking Papillion NE 05/2020 11/2022
Millard Public Schools Omaha NE 08/2017 05/2020
Homemaking Papillion NE 05/2016 08/2017
Raymond James Financial Services, Inc. Omaha NE 07/2023 11/2024
Sagespring Wealth Partners Omaha NE 07/2023 Present
  • 11/2022 → 05/2023
    Cues School System
    Omaha, NE
  • 05/2023 → 07/2023
    Homemaking
    Papillion, NE
  • 05/2020 → 11/2022
    Homemaking
    Papillion, NE
  • 08/2017 → 05/2020
    Millard Public Schools
    Omaha, NE
  • 05/2016 → 08/2017
    Homemaking
    Papillion, NE
  • 07/2023 → 11/2024
    Raymond James Financial Services, Inc.
    Omaha, NE
  • 07/2023 → Present
    Sagespring Wealth Partners
    Omaha, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2023-11-16
Other Names
  • Heather Hansen
  • Heather Bruntz
  • Heather Hansen

View on SEC IAPD

Nearby Firms

D.A. DAVIDSON & CO.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC

Nearby Investors

Jeffrey Thomas Dobyns
BOB CLAY SIRCY
LAURIE L SNIVELY

Nearby Offices

SAGESPRING WEALTH PARTNERS · Franklin, TN
D.A. DAVIDSON & CO. · FRANKLIN, TN
LPL FINANCIAL LLC · FRANKLIN, TN

More in Franklin, TN

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